Fiduciary Accountant Job - (Hartford, CT)
Basic Function: Prepares complex fiduciary and personal income tax returns, gift, generation-skipping transfer tax returns, exempt organization returns and advises others regarding same. Responsibilities: * Sets up and maintains all necessary records and info pertinent to the taxes on investment accounts, trust accounts, and exempt organizations. * Reviews all assigned account transactions to systematically build an accurate fiduciary income tax return. * Analyzes tax planning options available to trusts, computes and compares the income, gift and/or generation-skipping transfer tax consequences thereof, and advises the trust administrators and the beneficiaries of the best course of action. * Reviews trust agreements, prepares and files fiduciary returns, and represents the Bank in audits before the taxing authorities. * Prepares and files complex personal income tax returns for clients, advises them * on related tax matters, and represents them in audits.
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From The Job Spider - 1 month ago