Job Description

A well-established and highly respected law firm seeks an experienced Fiduciary/Tax Accountant to directly support a small team of attorneys to spearhead the preparation and execution of fiduciary tax returns for approximately 20 high-net-worth clients. This role offers the opportunity to manage a broad range of trust and estate matters while being cross trained in various areas within the firm.

Term: Full Time/Permanent

Location: Voorhees, NJ

Key Responsibilities:

• Prepare and file fiduciary income tax returns (Form 1041)
• Assist attorneys and paralegals in the administration of probate, trusts, and estates, ensuring compliance with all applicable regulations
• Draft and prepare inheritance, estate (Form 706), and gift tax returns.
• Develop and maintain fiduciary accounting
• Serve as a key point of contact for clients, delivering exceptional service and addressing their inquiries with professionalism and empathy
• Collaborate with attorneys and other team members to ensure the efficient and effective management of client matters
• Maintain a high level of accuracy and attention to detail in all work deliverables

Qualifications:

• 3 -10+ years of experience in client tax return preparation
• Bachelor’s degree and/or Paralegal certificate
• Proficiency with Microsoft Office applications
• Strong communication, analytical, and organizational skills

Preferred:

• 3+ years of experience in preparing complex tax returns, with a focus on fiduciary returns
• 3+ years of experience in fiduciary accounting is highly preferred
• Bachelor's degree and/or paralegal certificate
• Prior experience with trust and estate administration and planning is preferred
• Prior experience working in a legal setting preferred
• Exceptional attention to detail and commitment to producing high-quality work

This role is not just about tax preparation, it’s an opportunity to broaden your skills. During the off-tax season, the firm will provide hands-on training in trust and estate paralegal work, giving you valuable exposure to estate administration, probate, and fiduciary matters.

If you're looking for a dynamic career path that combines accounting, tax, and legal expertise, we’d love to hear from you!

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