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Senior Fiduciary Accountant - Trust Accounting

Robert Half - US
New York, United States
Posted 4 days ago In-Office Permanent $140k - $180k
Trishan
Posted by
Trishan Khareghat
Financial Services Recruitment
Robert Half Financial Services are hiring for a Senior Fiduciary Accountant role for a well-established family office investment firm based in midtown Manhattan New York. Our client requires 7+ years Fiduciary or Trust Accounting experience within a wealth manager, law office or family office firm. This role reports into the Senior Trust Officer and will handle 150+ trusts under administration. Due to fixed trust termination dates, a series of trusts under management will terminate over the next few years. The position requires 5 days per week in the midtown office, it may be reduced to 4 days per week eventually.

Responsibilities:

• Coordination and oversight of trust accounting.

• Accountings or Receipts & Releases will need to be prepared for each terminating trust.

• Coordinate with the law firm/accounting shop preparing the accountings.

• Oversee all accounting-related activity from inception through trust termination including the delivery of statements and trust documents to counsel, reviewing final work product, organizing the signing of the accounting, making final distributions of trust assets, and closing the trusts.

• Play a role in the maintenance of the books and records of each Trust portfolio including the review of trust distributions and allocation between income and principal.

• Serve as an interface with the representatives of financial institutions coordinating various individual and fiduciary activities.

• Work with trust officers and other professionals on all aspects of estate administration.

• Maintains professional and technical knowledge and industry trends by attending educational workshops and reviewing professional publications as appropriate.

• Work with in-house accounting colleagues and external tax preparers in reviewing 1041s annually.

  

Requirements:

  • 7+ years Fiduciary or Trust Accounting experience within a wealth manager, law office or family office firm.
  • CPA or Degree in Accounting is preferred.

 

The Senior Fiduciary Accountant role is located in midtown Manhattan, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, but the initial range is $140-180k base plus 10% target bonus. If your profile matches the above criteria, please email me at **trishan.khareghat@roberthalf.com**

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