Fiduciary Bookkeeper/Estate Administrator - Part Time or Full Time

Fiduciary Bookkeeper/Estate Administrator - Part Time or Full Time Westport, CT Job Details Part-time $26 - $40 an hour 21 hours ago Benefits Paid time off Flexible schedule Qualifications Tax return preparation Accounting systems Microsoft Excel Microsoft Outlook CPA Financial transaction processing Filing court documents Bachelor's degree in finance Bachelor of Science Filing Finance Trust administration Analysis skills Bachelor's degree Attention to detail Calendar management Financial record maintenance Data entry Accounting and finance experience Cash management Bachelor's degree in accounting Bookkeeping Paralegal Certificate Accounting Entry level Office experience Wills, trusts & estate law Full Job Description We are looking for a Fiduciary Bookkeeper/Estate Administrator to assist our busy Westport law firm's boutique trusts and estates practice with all accounting aspects of trust and estate administration matters, from entering bank and investment account statement information into accounting software to preparing estate and gift tax returns and probate court filings. To be successful in this role, you should have previous bookkeeping/accounting experience and a flair for spotting and solving numerical issues. Specific knowledge of Onesource Trust & Estate Administration Fiduciary Account System helpful, but not required. Part-time position that can lead to full-time opportunity. Responsibilities Organize and input financial transactions from bank and investment account statements into accounting software and balance monthly cash statements Value securities in accordance with IRS reporting procedures Prepare probate filings, including inventories and administration accounts with principal and income schedules Maintain calendar of tax and probate deadlines Obtain taxpayer identification numbers for estates and trusts Assist with preparation of gift and estate tax returns and related filings Maintain estate and trust files Skills Work experience as a Bookkeeper/Accountant General familiarity with fiduciary accounting principles and accounting software MS Excel, Word, PowerPoint and Outlook skills Strong attention to detail and analytical skills Ability to work independently and meet deadlines BSc in Accounting, Finance or relevant degree Additional certification (CPA/Paralegal Certificate) is a plus

Job Type:

Part-time Pay:

$26.00 - $40.00 per hour

Benefits:

Flexible schedule Paid time off

Physical Setting:

Office Experience:

Bookkeeping:

1 year (Preferred)

Work Location:

In person