Fiduciary Accountant

Fiduciary Accountant – Trusts & Estates

Location: Madison, NJ 07940

Compensation: $80,000–$120,000 discretionary bonus

Schedule: Part-time (21 hours/week). Three days in office; potential for one remote day over time.

Our client, a highly respected firm specializing in trusts, estates, and fiduciary services, is seeking a Fiduciary Accountant to support their growing estate and trust administration practice. This opening is a backfill due to a long-tenured employee moving closer to home. The position is wide open and ideal for someone seeking meaningful, detail-focused fiduciary work in a steady, well-established environment.

What You’ll Get To Do

• Prepare key fiduciary tax filings, including Federal Estate Tax Returns (Form 706), New Jersey Inheritance Tax Returns (Form IT-R), and New York Estate Tax Returns (Form ET-706)
• Manage the full return process—gathering and confirming information, communicating with clients, attorneys, appraisers, accountants, financial advisors, and ensuring accuracy and compliance
• Prepare supporting and ancillary forms as needed to complete estate and inheritance filings
• Assist with IRS and state audits, including communication with examiners
• Prepare Federal Gift Tax Returns (Form 709) and coordinate with clients and attorneys to ensure filings align with estate planning objectives
• Prepare Formal and Informal Accountings for Estates, Trusts, and Guardianships, directly involving trust accounting
• Facilitate other aspects of Estate and Trust administration and termination, including distributions, deferred tax calculations, and closing of accounts
• Provide support for Estate and Trust litigation matters, which may involve trust disputes and requires knowledge of trust structures
• Serve as a technical resource for attorneys and staff on fiduciary accounting principles and compliance
  
  

What You Need To Succeed

• Bachelor’s degree in Accounting, Finance, or a related field
• 3–5 years of hands-on fiduciary, trust, or estate accounting experience (law firm, fiduciary services group, or financial institution preferred)
• Strong working knowledge of fiduciary accounting, estate and trust administration, and tax reporting requirements
• Experience preparing estate, inheritance, and gift tax returns (Forms 706, 709, IT-R, ET-706)
• Proficiency with accounting software; experience with fiduciary or trust/estate platforms strongly preferred
• Excellent accuracy, organization, and attention to detail
• Strong written and verbal communication skills for interacting with attorneys, clients, and court personnel
• Ability to balance multiple deadlines while maintaining thoroughness and professionalism
• High ethical standards and understanding of confidentiality in fiduciary environments
  
  

Preferred Skills

• CPA license or active progress toward CPA
• Experience preparing fiduciary income tax returns (Form 1041 and state equivalents)
• Familiarity with law firm operations, client fund requirements, and professional responsibility rules
  
  

What’s In It For You

• Competitive part-time salary with discretionary bonus potential
• Opportunity to specialize deeply in fiduciary, trust, and estate accounting
• Stable environment with long-term employees and meaningful, client-centered work
• Streamlined interview process
• Flexibility with future potential for a partial remote schedule
  
  

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