🧾 Junior Fiduciary Accountant
Overview:
A well-established and highly respected private client services firm is seeking a detail-oriented and motivated Junior Fiduciary Accountant to join its Trusts & Estates team. This is an excellent opportunity for someone with a background in accounting or tax who is looking to build a long-term career supporting high-net-worth individuals and complex estate structures.
Key Responsibilities:
- Prepare federal and state fiduciary income tax returns (Form 1041) for trusts and estates.
- Assist with the preparation of estate and inheritance tax returns (e.g., Form 706).
- Draft estate and trust accountings, probate schedules, and related financial reports.
- Track and manage client financial data including investments, disbursements, and income.
- Maintain accurate documentation and support attorneys and senior staff in trust and estate administration.
- Coordinate with clients, financial institutions, and internal teams to gather necessary information.
- Monitor deadlines and ensure all filings and required reports are submitted in a timely manner.
- Support client service initiatives with professionalism, discretion, and accuracy.
Qualifications:
- Bachelor’s or Master’s degree in Accounting or Finance (required).
- 1–3 years of relevant experience, ideally within a public accounting, private client, or family office environment.
- Working knowledge of fiduciary taxation and trust accounting principles preferred.
- Proficiency in Microsoft Excel and general ledger systems.
- CPA or Enrolled Agent designation a plus, or on track to obtain.
- Excellent organizational and communication skills with a high degree of attention to detail.
- Ability to manage multiple priorities in a deadline-driven environment.
Compensation & Benefits:
- Competitive base salary commensurate with experience ($60,000–$80,000 range).
- Comprehensive benefits package including health, dental, and retirement plans.
- Generous paid time off (25+ days annually) and a standard 37.5-hour workweek.
- Supportive and collaborative team culture with growth opportunities in a niche practice area.
📩 Ready to explore your next big move?
Apply now or contact Cate Chapman for a confidential conversation:
📧 Catherine.Chapman@gogpac.com
📱 Call/Text: 781-209-5894
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
