Fiduciary Tax Accountant

Job Summary: Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Fiduciary Tax Accountant prepares estate tax returns, gift tax returns, and fiduciary income tax returns for Firm clients. Job Functions: Prepares, reviews and processes estate tax, fiduciary income tax, and gift tax returns (forms 706, 8971, 1041 and 709 and re…