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Fiduciary Tax/Trust Accounting Supervisor

Location: Fort Lauderdale
Posted on: November 26, 2022

Job Description:

Fiduciary Tax/Trust Accounting Supervisor
(Boca Raton, Sunrise, Jupiter and/or Hybrid) The fiduciary accountant will work within our Private Client and Tax Department and be responsible for the review of fiduciary tax returns and statutory trust accountings. The position includes handling both recurring and new client work of varying degree of complexity. A high level of contact with persons within the firm and outside the firm (including partners, associates, supervisor, members of other departments or other offices, clients, court personnel and other professionals) will be required. Contacts are usually made as directed and/or on individual initiative and concern matters requiring explanation, discussion, interpretation, or approval. Essential functions of the job include, but are not limited to, the following: Preparation/Review of federal and state fiduciary income tax returns
Preparation/Review of probate/fiduciary accountings
Preparation/Review of income projections and income tax planning
Five-plus years as trust and estate fiduciary accountant or tax preparer with a public accounting firm, law firm, trust company or similar
Strong tax and accounting background
Knowledge of ProSystems and GEMS is a plus
Knowledge of trust accounting
Must have strong tax and accounting knowledge
Strong working knowledge of Excel, Microsoft Word, and Outlook
Must possess the ability to multi-task and work under strict deadlines with strong attention to detail
Ability to work independently
Strong written and verbal communication skills
Bachelors Degree required, preferably in accounting or tax
History of progressively challenging, relevant positions
Recent and relevant experience in a CPA firm

Keywords: DASZKAL BOLTON LLP, Fort Lauderdale , Fiduciary Tax/Trust Accounting Supervisor, Accounting, Auditing , Fort Lauderdale, Florida

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