Jobs
>
Rockville Centre

    Fiduciary Accountant - Rockville Centre, United States - Falcon Rappaport & Berkman

    Falcon Rappaport & Berkman
    Falcon Rappaport & Berkman Rockville Centre, United States

    6 days ago

    Default job background
    Description

    Job Description

    Job Description

    Rapidly growing mid-sized law firm is seeking an Estates and Trust Fiduciary Accountant to join the firm's growing Estates and Trusts practice.

    Falcon Rappaport & Berkman is a rapidly-growing Long Island based law firm focusing on the transactional areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate and Securities matters. FRB's fully integrated areas of concentration expertly advise real estate professionals, closely held business owners, discerning families, and private equity firms. The interdisciplinary collaboration among the lawyers of FRB allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. As such, our growing firm begets the growing need for talented individuals to assist our partners in managing corporate transactions, general corporate matters, fund structuring and private placements. While FRB does have an office in Manhattan, this position will be primarily based out of our Rockville Centre location and can be hybrid for the right candidate.

    The ideal candidate will have the capability to manage preparation and review of formal and informal Estate and Trust accountings. They will be organized and approach each issue with an analytical mindset.

    Requirements: 4+ years experience preparing and reviewing fiduciary accountings.

    Responsibilities include but are not limited to:

    • Project Management of accountings.
    • Preparation and review of Estate and Trust accountings (formal and informal).
    • Preparation and review of Trustee and Executor commissions.
    • Preparation of proposed distributions.
    • Coordination with the Estate administration department to produce waiver and consent submissions.
    • Maintaining annual accounts and records for Estates and Trusts.
    • Data analytics and skillful problem-solving.
    • Client communications and Coordination with their other advisors.

    Position requirements:

    • Bachelor's degree in tax or accounting.
    • CPA preferred, but not required.
    • Prior experience managing engagements.
    • Ability to organize and prioritize work.
    • Ability to work independently, but also work well with others.
    • Ability to manage multiple workstreams simultaneously.
    • Strong technology skills (the firm relies heavily on technology because the office is paperless).
    • Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.

    Submit the following materials when applying:

    • Resume
    • Cover Letter
    • 3 professional references

    Perks:

    • Robust benefits package, including life and disability insurance, 401(k) match, and contribution toward health insurance premiums.
    • Flexible work hours and location, including option for 100% remote through the end of 2020.
    • Transparent communication across the department and the firm at large.
    • Encouragement of continuing education (both presenting and attending), networking, and suggestions to improve firm operations.
    • Mentorship about technical aspects of law practice and how to build a book of business.
    • Unique path to the title of Partner.

    Salary range: $60,000 - $120,000.

    Hybrid Eligible

    Powered by JazzHR

    JouWbPm317

  • Citi

    Trust Officer

    6 hours ago

    Citi New York, United States

    **Trust Officer** · Engages with Ultra High Net Worth clients and administers their trusts to ensure the preservation and continued growth of their trust assets to achieve the client's specific trust and estate planning objectives. · **Job Requirements** · - Manage a book of trus ...

  • Distinct

    Tax Supervisor

    4 days ago

    Distinct Syosset, United States

    This is a Tax & Accounting Supervisor position working for one of the largest mid-Atlantic firms, but there's a twist. · The technology and collaborative infrastructure are what you'd expect form a firm that's consistently been rated as one of the Best Companies to work for, but ...

  • Davis Ward & Hochman, LLP

    Tax Associate

    2 days ago

    Davis Ward & Hochman, LLP New York, United States

    We are a growing boutique CPA firm located in Manhattan with a diverse industry practice that specializes in tax advisory and compliance work for high net worth individuals and their businesses. We are seeking an individual with 1-4 years tax experience in public accounting havin ...

  • Bessemer Trust Company

    Executive Assistant

    1 week ago

    Bessemer Trust Company New York, United States

    **Position Summary**: · At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). · **Responsibilities**: · - Optimu ...

  • Bimbo Bakeries USA

    Manager Plant Finance

    1 day ago

    Bimbo Bakeries USA Greenwich, United States

    **Manager Plant Finance** · req39491 · **Employment Type**: Regular · **Location**: GREENWICH,CT · **_Have you ever enjoyed Arnold, Brownberry or Oroweat bread? A Thomas' English muffin or bagel? Or perhaps snacked on a Sara Lee, Entenmann's or Marinela cake or donut? If the answ ...

  • TrustWorks Law

    Estate and Probate Paralegal

    6 days ago

    TrustWorks Law Plantation, United States

    Estate and Probate Paralegal · TrustWorks Law is seeking a meticulous and proactive Estate and Probate Paralegal to join our estate planning law firm in Plantation, Florida. TrustWorks provides comprehensive personalized estate planning services to help clients prepare for the fu ...

  • Stamford Probate Court

    Assistant Clerk

    1 day ago

    Stamford Probate Court Stamford, United States

    Per PCA Policy Manual 201 · Example of duties: · Performs or may perform the following duties at the direction of the supervisor: Assists in the review, evaluation and processing of a variety of Probate Court files including decedents estates, trusts, conservatorship and guardian ...

  • Pentegra Services, Inc.

    Manager, 403(B) Plan Operations

    1 week ago

    Pentegra Services, Inc. White Plains, United States

    **Job Summary**:Develop and manages 403(b) Team to ensure smooth operation of plans, client relationships and advisor communications to include superior customer service, consistently meeting quotas and standards and troubleshooting/problem resolution when necessary. · **Responsi ...

  • Amalgamated Bank of NY

    Trust Compliance and Risk Officer

    1 week ago

    Amalgamated Bank of NY New York, United States

    Amalgamated Bank is seeking a Trust Compliance & Risk Officer to be responsible for the Compliance and Risk Management Program for the Bank's Investment Management Division/Trust Department and compliance with applicable federal/state laws and regulations, contractual obligations ...

  • Haverhill Management, LLC

    Estate and Probate Paralegal

    6 days ago

    Haverhill Management, LLC Plantation, United States

    Estate and Probate Paralegal · Our client, TrustWorks Law is seeking a meticulous and proactive Estate and Probate Paralegal to join our estate planning law firm in Plantation, Florida. TrustWorks provides comprehensive personalized estate planning services to help clients prepar ...

  • Con Edison Company of New York

    Analyst

    1 week ago

    Con Edison Company of New York New York, United States

    **Mission Statement** · - Consolidated Edison Company of New York, Inc. (Con Edison), Orange & Rockland Utilities (O&R), and Consolidated Edison Transmission (CET) employees are required to follow health, safety, and environmental policies, EEO, Standards of Business Conduct, and ...

  • Riveron

    Restructuring and Turnaround Services

    1 week ago

    Riveron New York, United States

    When faced with unexpected challenges or periods of distress, companies need to make fast, informed decisions and implement straightforward solutions to get back on track. Our experienced professionals quickly stabilize the business, diagnose the issues, and create a strategic pl ...

  • Truist Bank

    Wealth Support Specialist Ii

    4 days ago

    Truist Bank New York, United States

    Need Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · *Position will be required to sit in office location, 50 Hudson Yards, four day ...

  • NYC Careers

    Paralegal Aide

    1 week ago

    NYC Careers Manhattan, United States

    **PARALEGAL AIDE**: · - Apply**PARALEGAL AIDE**: · - Agency: HRA/DEPT OF SOCIAL SERVICES · - Posted on: 05/09/2024- Job type: Full-time · Location · MANHATTAN · - Title Classification: Exam may be required · Department · Office Of Revenue/Admin-NM · - Salary range: $47, $54, APPL ...

  • Planned Parenthood

    Senior Specialist, Tax

    1 week ago

    Planned Parenthood Uniondale, United States

    Planned Parenthood · is the nation's leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation's largest provider of sex education. With more than 600 health centers across the country, Planned Parenthood ...

  • Alvita Home Care

    client care liaison

    1 week ago

    Alvita Home Care Uniondale, NY , USA, United States

    Account Executive (Client Care Liaison) | Alvita Care · Alvita Care is seeking an Account Executive to manage sales across our Nassau County, Queens, and Brooklyn territories. The ideal person for the role would have existing relationships with directors, social workers, care man ...

  • GPAC

    Legal - Paralegal - Remote

    1 week ago

    GPAC East Meadow, NY, United States

    Seeking 5 years' experience Wills, Trusts and Estates Paralegal . This is an amazing opportunity for candidates who are looking to work at a firm that provides a full range of legal services in New York. This is a hybrid remote opportunity. Please include your Resume to · Requi ...

  • Weinstein & Wohlafka CPAs PC

    Staff Accountant

    6 days ago

    Weinstein & Wohlafka CPAs PC Westbury, United States

    Job Description · Job DescriptionSmall-sized CPA firm located in Westbury, NY (Nassau County) seeks an experienced accountant with 4+ years of experience in public accounting for immediate hire in a permanent role. · Responsibilities · *Provide accounting services to small busine ...

  • Bethpage Federal Credit Union

    Loan and Member Service Representative II

    6 days ago

    Bethpage Federal Credit Union Albertson, United States

    Bethpage has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business, and they were all created with a unique cultural foundation. · Expected salary range for this position is $58,500 - ...

  • Bethpage FCU

    Loan and Member Service Representative II

    1 week ago

    Bethpage FCU Albertson, United States

    Bethpage has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business, and they were all created with a unique cultural foundation. · Expected salary range for this position is $58,500 - ...