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Fiduciary Accountant in Hartford, CT at Accounting Now

Date Posted: 5/20/2022

Job Snapshot

  • Employee Type:
  • Location:
    Hartford, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Basic Function:

Prepares complex fiduciary and personal income tax returns, gift, generation-skipping transfer tax returns, exempt organization returns and advises others regarding same.


•         Sets up and maintains all necessary records and information pertinent to the taxes on investment accounts, trust accounts, and exempt organizations.

•         Reviews all assigned account transactions to systematically build an accurate fiduciary income tax return.

•         Analyzes tax planning options available to trusts, computes and compares the income, gift and/or generation-skipping transfer tax consequences thereof, and advises the trust administrators and the beneficiaries of the best course of action.

•         Reviews trust agreements, prepares and files fiduciary returns, and represents the Bank in audits before the taxing authorities.

•         Prepares and files complex personal income tax returns for clients, advises them

•         on related tax matters, and represents them in audits.

•         Prepares and files exempt organization returns and represents the organizations in audits before the taxing authorities.

•          Maintains an awareness of all relevant tax rules.

•         Performs related duties as required, including preparing various internal reports and answering a variety of questions concerning tax liability, deductions, and related issues.

Basic Qualifications Required:

•         Bachelor's degree in Accounting or Business related field or in lieu of degree four years relevant trust tax preparation experience.

•         3 years of relevant work experience required.

•         Excellent PC skills with a thorough knowledge of Microsoft Office to include Excel, Word and Access.

•         Experience preparing 1041 tax returns, required.

•          Complex analytical and problem solving skills.

•          Strong interpersonal communication skills

•         Ability to interface with clients over the phone and through email

•         Demonstrated oral and written communication skills.

•          Excellent organizational skills.

•         Team player

•         Ability to work under time constraints while maintaining accuracy.