Fiduciary Accountant
$160,000–$160,000 year
On-site · Naples, Florida, United States
Job Summary
Fiduciary Accountant – Boutique law firm in Naples, FL. Manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. Prepare fiduciary income tax returns (Forms 1041, 706, and 709) and related schedules; maintain detailed accounting records for trusts and estates; coordinate with attorneys, paralegals, and clients on estate and trust administration; prepare and reconcile fiduciary accountings for court filings and beneficiary review; calculate and allocate income, principal, and expenses according to trust and estate documents; support estate settlement processes including inventory preparation, valuations, and distributions; communicate effectively with clients, beneficiaries, and financial institutions to resolve accounting and tax issues; stay current on tax laws, estate and trust regulations, and fiduciary accounting standards; assist in developing best practices and improving internal accounting procedures.
Required Qualifications
- Active CPA license
- 5+ years of fiduciary or trust accounting experience in a law firm or trust/estate administration setting
- In-depth knowledge of Forms 706 (Estate Tax) and 709 (Gift Tax) filings
- Strong familiarity with trust accounting software and tax preparation platforms
- Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred)
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