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Fiduciary Tax/Trust Accounting Supervisor

Company: DASZKAL BOLTON LLP
Location: Fort Lauderdale
Posted on: January 27, 2023

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 returnsPreparation/Review of probate/fiduciary accountingsPreparation/Review of income projections and income tax planningFive-plus years as trust and estate fiduciary accountant or tax preparer with a public accounting firm, law firm, trust company or similarStrong tax and accounting backgroundKnowledge of ProSystems and GEMS is a plusKnowledge of trust accountingMust have strong tax and accounting knowledgeStrong working knowledge of Excel, Microsoft Word, and OutlookMust possess the ability to multi-task and work under strict deadlines with strong attention to detailAbility to work independentlyStrong written and verbal communication skillsBachelors Degree required, preferably in accounting or taxHistory of progressively challenging, relevant positionsRecent 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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