Fiduciary Accountant

Profile

Fiduciary Accountant

The candidate will be responsible for preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking records, paying bills, and computing and disbursing beneficiary distributions. Reading and interpreting Wills and trust instruments; preparing and filing all documents required to probate Wills; preparing receipt and release agreements, disclaimers, affidavits, accounting petitions; handle issuance and revocation of letters and other miscellaneous proceedings. Prepare income, estate, gift and, eventually, generation-skipping transfer tax returns at the federal and state level. Prepare fiduciary accountings and returns for trusts, estates and guardianships. Complete work assignments promptly and keep the Estate Administration process on track by meeting internal benchmark deadlines as the Estate moves toward final resolution. Work with PCS Administrative Partner to develop a list of gift tax returns and income tax returns prepared and reviewed by firm. Monitor the Tax Return Lists / PCS Work Calendar / Estate Works to make sure interim and final tax filing deadlines are being met; follow up with PCS paralegals and attorneys regarding deadlines, highlighting any issues that may have arisen. Participate in development and on-going implementation of Estate Works, the estate administration calendaring software.

Additional Information

Ref-FIDUC01043

Company info

Stroock & Stroock & Lavan LLP.
180 Maiden Lane
New York
New York
United States 10038-4982
Website : http://www.stroock.com