CareerNet Approved client is seeking full-time prospective Fiduciary Tax Accountant for their multiple offices. They are willing to train new hires to instill an extensive knowledge of Trusts & Estates practices, as well as general knowledge of law firm practices and procedures to be successful in this role.


  • Salary: $55,000 – $85,000
  • Work from home flexibility
  • Training
  • Possible relocation assistance available for right individuals
  • Full Benefits
  • Annual bonus

Responsibilities and Essential Functions

  • Identify, collect, analyze, extract, organize, and maintain:
    • Facts and documents in accordance with correct legal practices and procedures
    • Financial statements and spreadsheets related to client investments
  • Develop, organize, and maintain:
    • Working relationships with clients and personnel, both internal and external
    • Tracking and accounting systems for sophisticated client investments to facilitate the preparation of U.S. trust tax returns
    • Information, facts, records, and other documents necessary to support legal actions
  • Prepare:
    • Federal and state death tax returns, as well as income tax returns for descendants’ estates, testamentary, and inter vivos trusts
    • Individual, fiduciary, partnership, and non-profit organization tax returns
    • Gift tax returns
    • Estate and trust probate accountings
    • Related filings, planning, and analysis for all accountings and returns
  • Assist in the analysis of legal proceedings to identify problems, needs and procedures
  • Administration of trusts and estates
  • Verbal and written communication with clients, trustees, banks, and other parties
  • Track due dates, file returns and accountings in a timely manner, or extend returns and accountings where applicable


Your Qualifications

  • A Graduate Degree in Accounting
  • Knowledge of, or the willingness to learn, the following:
    • Accounting and trust procedures
    • Individual, partnership, and corporate balance sheets
    • Legal functions used in the processing of trusts and estates
  • Ability to develop, organize, maintain, and effectively manage electronic data collection and case materials
  • Proficiency in MS Excel

This position is an equal employment opportunity to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.