Fiduciary Accountant - (Napa, CA)
Ref ID: 00590-950104XXXX Classification: Account Executive/Staffing Manager Compensation: $25.00 to $30.00 per hour - Technical Knowledge - strong understanding of fiduciary, legal, accounting, tax and investments concepts. - People skills - develop relationships with colleagues within Trusts Estates Practice and the Private Bank - Gathered relevant accounting materials for the outside preparation of judicial and non-judicial accountings, including full, principal only or abbreviated accountings - Interpret the governing trust instrument and conduct review of accountings to confirm account was funded correctly and that all items were allocated correctly between income and principal during the life of the account - Work with Settlement Officers and Estate Officers, along with Trust Counsel and/or Accounting firm
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From accountexecutivecalifornia - 1 month ago