Trust Clerk jobs in Albany, NY

Award winning regional CPA firm in the Hudson Valley has an opening for a Trust & Estates Accountant.

Responsibilities

• Prepare and review estate and trust fiduciary accountings
• Prepare and review related filings, planning and analysis for all fiduciary accountings and returns
• Ability to prepare and review fiduciary income tax returns, gift tax returns, federal and state estate tax returns, and private foundations
• Ability to review fiduciary accountings, lead fiduciary accounting services team and coordinate with fiduciaries, attorneys, surrogate court accounting clerks and Attorney General counsel
• Computing and reviewing commissions and calculating unitrust and annuity payments
• Coordinating distributions to various trust beneficiaries and arranging for payment of estimated taxes
• Maintenance of accounts and records for various estates and trusts
• General trust and estate administration, including record keeping, monitoring filing deadlines, and client communication
• Oversee the accounting aspects of a trust or estate intermediate or final settlement
• Recommend form of accounting in terminating trusts in partnership with Settlement Officer
• Gather relevant accounting materials for the outside preparation of judicial and non-judicial accountings, including full, principal only or abbreviated accountings
• Interpret the governing trust instrument and conduct review of accountings to confirm account was funded correctly and that all items were allocated correctly between income and principal during the life of the account
• Review and/or prepare computations of trustee’s commissions in terminating trusts
• Prepare abbreviated and/or cash statement accountings on a limited basis, as requested
• Participate in Quality Control reviews of accountings being filed with a court or governmental agency
• Provide expert analysis of our acts as trustee or executor on particular matters including, but not limited to, account fundings, receipts and disbursements, or investment performance

Qualifications

• Advanced degree in tax, law, or accounting and/or CPA license
• Minimum of five years of relevant experience in a CPA firm
• Must demonstrate strong problem‐solving skills, a highly organized approach, and attention to detail
• Exceptional client service and outstanding communication skills, both oral and written
• Ability to lead by example and to work effectively in a team environment
• Proficient computer ability relative to administrative programs, spreadsheets, tax preparation software, trial balance software, time entry, word processing, and internet research.
• Knowledge of professional pronouncements such as FAS, SAS, GAAS, and GAAP.
• Understanding of the general ledger accounting structure.
• Ability to analyze and reconcile accounting data.
• Accurate, organized, and timely work habits.

Company offers excellent benefits including 100% paid individua health insurance from date of hire, 401k with match, dental, vision, generous PTO, family friendly culture, and career advancement including Partner Track.