Private Wealth Fiduciary Accountant

: We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. Description: The position involves working on estate and trust administration matters, as well as family office functions. The individual will be responsible for the preparation of estate, gift, and income tax returns, estate and trust accounting, and other fiduciary administrative work. The position will involve working directly with seasoned attorneys and clients. Superior communication ability, well-developed mathematical skills, and knowledge of related software are important. Candidates must be highly organized and want to join a highly functioning team focused on developing efficiencies and responsibilities. Key Responsibilities Include:

• Trust and estate accountings (using GEMS)
• Fiduciary income tax returns (using ProSystem software)
• U.S. and New York estate and gift tax returns (using ProSystem software)
• Surrogate's Court pleadings in probate and administration proceedings (using Lexis-Nexis HotDocs)
• Projections to illustrate various estate planning techniques (using Brentmark Estate Planning Tools)
• Direct communication with clients
• Spreadsheets (using Microsoft Excel)
• Analyzing accountings received from other fiduciaries

Qualifications:

• 5 years T&E experience
• Full knowledge of accounting functions
• Strong accounting/financial background and excellent working knowledge of trust and estate software
• Strong verbal, written and interpersonal skills.
• Confidentiality, diplomacy and responsiveness.
• Problem-solving abilities and spreadsheet proficiency.

Minimum Education:

• Bachelors degree

The pay range for this position in CA is $130,800 - $213,400. In NY State it is $113,800 - $204,700. In NYC it is $136,500 - $204,700 Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be at their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below is a list of just some of the benefits we offer: generous paid time off; eleven paid holidays per year; time off for bereavement or jury duty; paid leave for new parents; comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSA or HSA; FSA for dependent care; supplemental AFLAC policies for medical care; excess liability coverage; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup care for children and adults; senior care planning support; and resources for individuals with development disabilities and their caregivers. Benefits may vary by position and office. Holland & Knight is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer , making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran or any other protected class. Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP's privacy policies.