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Fiduciary Bookkeeper/Estate Administrator - Part Time or Full Time

Company: Chioffi Law LLC
Location: Westport
Posted on: November 22, 2022

Job Description:

We are looking for a Fiduciary Bookkeeper/Estate Administrator to assist our busy Westport and Stamford law firm's boutique trusts and estates practice with all accounting aspects of trust and estate administration matters, from entering bank and investment account statement information into accounting software to preparing estate and gift tax returns and probate court filings. To be successful in this role, you should have previous bookkeeping/accounting experience and a flair for spotting and solving numerical issues. Specific knowledge of Onesource Trust & Estate Administration Fiduciary Account System helpful, but not required.Part-time position that can lead to full-time opportunity. Responsibilities Organize and input financial transactions from bank and investment account statements into accounting software and balance monthly cash statements Value securities in accordance with IRS reporting procedures Prepare probate filings, including inventories and administration accounts with principal and income schedules Maintain calendar of tax and probate deadlines Obtain taxpayer identification numbers for estates and trusts Assist with preparation of gift and estate tax returns and related filings Maintain estate and trust files Skills Work experience as a Bookkeeper/Accountant General familiarity with fiduciary accounting principles and accounting software MS Excel, Word, PowerPoint and Outlook skills Strong attention to detail and analytical skills Ability to work independently and meet deadlines BSc in Accounting, Finance or relevant degree Additional certification (CPA/Paralegal Certificate) is a plusJob Type: Part-timePay: $26.00 - $40.00 per hourBenefits: Flexible schedule Paid time offPhysical setting: OfficeSchedule: Day shiftSupplemental pay types: Bonus payAbility to commute/relocate: Westport, CT 06880: Reliably commute or planning to relocate before starting work (Required)Experience: Bookkeeping: 1 year (Preferred)Work Location: One location

Keywords: Chioffi Law LLC, Westport , Fiduciary Bookkeeper/Estate Administrator - Part Time or Full Time, Accounting, Auditing , Westport, Connecticut

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