Fiduciary Accountant / Paralegal
Company: SourcePro Search
Location: New York City
Posted on: April 1, 2026
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Job Description:
Fiduciary Accountant / Paralegal Salary Range: $160,000 -
$175,000 (cap, with flexibility based on experience) Location: New
York Job Type: Exempt Hybrid Schedule: In-office and remote (not
100% remote) Vaccination Requirement: Applicants need to be fully
vaccinated, boosters optional. Job Description: SourceProSearch is
seeking a Fiduciary Accountant/Paralegal will work with our
Individual Client Services Department and be responsible for the
preparation of estate, gift, and income tax returns and estate and
trust accountings. This position includes handling both new and
recurring work situations of varying degrees of complexity. There
will be direct contact with lawyers within the firm, clients, court
personnel, and other professionals. Primary Functions: Preparation
of federal and state estate and gift tax returns. Preparation of
probate/fiduciary accountings. Preparation of federal and state
fiduciary income tax returns for trusts and estates. Preparation of
income projections and income tax planning. Maintain checkbook and
other bank and security or investment accounts. Assist with federal
and state audits. Correspond with tax authorities to resolve tax
issues. Calculate estimated taxes and cash needs. Prepare financial
statements. Perform other job-related duties as assigned and assist
attorneys when needed. Specific Skills Desired: 5 years as a trust
and estate fiduciary accountant or experience in a closely related
field OR entry-level professional with a strong tax and accounting
background as we are willing to train the right candidate.
Knowledge of ProSystems and Thomson Reuters OneSource. Strong tax
and accounting knowledge. Strong working knowledge of Excel,
Microsoft Word, and Outlook. Must possess the ability to multi-task
and work under deadlines with attention to detail. Ability to work
independently. Strong written and verbal communication skills. If
you meet the above requirements and are interested in joining our
team, please submit your resume and cover letter.
https://sourceprosearch.com/
Keywords: SourcePro Search, New York , Fiduciary Accountant / Paralegal, Accounting, Auditing , New York City, New York
