Fiduciary Jobs in Brooklyn (NY)
We...
Greenwich office seeks full-time Fiduciary Accountant with a minimum of five years’ experience. Must have extensive knowledge of Trusts & Estates practice. General knowledge of law firm practice and procedure is required.
Summary...
Responsibilities
Prepare and review estate and trust fiduciary accountings
Prepare and review related filings, planning and analysis for all fiduciary accountings and returns
Ability to prepare and review fiduciary income tax returns, gift tax returns, federal...
on complex fiduciary matters related to asset management transactions, with a particular emphasis on the application of ERISA’s fiduciary and prohibited transaction rules to the structuring, operation, and administration of a wide range of private investment...
consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Skills/Knowledge:
Significant experience providing gift and estate planning strategies to high-net-worth clients
Significant experience in working...
Experience litigating issues involving breach of contract, fraud, and fiduciary duty in real estate and employment contexts is preferred. The firm offers excellent work/life balance and competitive compensation.
Qualifications:
- 2-6 years of Commercial...
communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role...
We don’t just deliver...
We...
a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security...