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Senior Tax Accountant
Career Insights for Accountant (General)
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Based on Connecticut data
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What they do
An Accountant organizes and maintains financial records and prepares financial statements for companies and organizations. Works as a public accountant (prepares financial documents where public disclosure is required by law, such as business balance sheets and tax returns), management accountant (prepares financial information for internal use by a company) or government accountant (maintains records for government agencies).
$84,868 / year median in Connecticut
-5% projected decline
Job Description
Senior Tax Accountant at Harbor Associates Senior Tax Accountant at Harbor Associates in Cos Cob, Connecticut Posted in 3 days ago.
Type:
full-time Fiduciary Tax Accountant/Sr. Acct/Manager/Director Stamford, Connecticut, United States (5 days On-site)
- Annual Paid Time Off (PTO) of twenty-five (25) days year one and thirty (30) on first anniversary Great
WORK/LIFE BALANCE/CULTURE
- Thirty-seven and a half (37½) hour work week! Fiduciary (Tax) Accountant
- Stamford, Greenwich or W. Hartford
- Onsite Responsibilities
- Identify, collect, analyze, abstract, organize and maintain facts and documents in accordance with compliant legal practice and procedure.
- Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments.
- Develop and maintain relationships with clients and personnel, inside and outside the law firm, to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions.
- Organize and maintain information, records and documents supporting legal actions.
- Assist with analysis of legal proceedings to identify possible issues.
- Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns.
- Prepare U.S. federal and state death tax returns.
- Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts.
- Prepare individual, fiduciary, partnership and non-profit organization U.S. tax returns.
- Prepare Trust and Estate probate accountings.
- Prepare related filings and analysis for all accountings and returns.
- Execute Trust and Estate administration.
- Track deadlines to assure returns and accountings are filed timely or extended when applicable. Qualifications
- Degree in business administration, finance or accounting preferred
- Two (2) to ten + (10+) years' experience as a Fiduciary Accountant
- Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation.
- Familiarity with federal Form 709, United States Gift (and Generation-Skipping Transfer) tax returns.
- Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax
- Knowledge of Trust and Estate procedures and trial balance sheets
- Excellent communication skills, both verbal and written
- Detail orientated, good time management and organizational skills
- Able to prioritize and multitask effectively Compensation
- $110,000.00
- $200,000.00 Dependent upon experience
- Competitive benefits package
- Fiduciary Accountant is an exempt role, not eligible for overtime
Benefits
- Paid Time Off (PTO)
- Dental Insurance