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Tompkins Financial Advisors · 13 hours ago

Trust and Estates Fiduciary Accounting Specialist

Ithaca, NY

Full-time

Hybrid

Mid Level

$68K/yr - $80K/yr

3+ years exp

Tompkins Financial Advisors is seeking a Trust and Estates Fiduciary Accounting Specialist to join their Fiduciary Team. The role involves preparing detailed fiduciary accounting and drafting estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws while managing multiple projects and providing client support.

FinanceFinancial ServicesWealth Management

Responsibilities

Independently prepare detailed fiduciary accountings for estates and trusts, ensuring accuracy and compliance with legal and regulatory standards

Conduct regular reviews and reconciliations of financial records to validate data and resolve discrepancies

Maintain organized documentation to support audit readiness and transparency

Collaborate with internal departments (tax, legal, operations) to gather necessary information for estate and fiduciary tax returns

Draft accurate tax returns in compliance with federal and state regulations

Maintain comprehensive records of tax-related activities and communications

Serve as a point of contact for internal and external professionals on fiduciary accounting and tax matters

Provide timely and accurate responses to inquiries, offering technical expertise and guidance

Support team members by sharing knowledge and contributing to a collaborative work environment

Manage multiple projects simultaneously, prioritizing tasks to meet deadlines and departmental goals

Track progress of ongoing assignments and adjust plans as needed to ensure timely completion

Maintain an organized workflow and proactively identify opportunities for process improvement

Demonstrate adaptability by taking on new challenges and responsibilities as needed

Engage in continuous learning to enhance technical knowledge and job performance

Contribute to the development and refinement of fiduciary processes and tools

Qualification

Fiduciary AccountingTax Return DraftingTrust Accounting SystemsMicrosoft Office SuiteAnalytical SkillsCommunication SkillsInterpersonal SkillsProblem SolvingAttention to DetailProject Management

Required

Bachelor's Degree in a related field or Paralegal Certificate preferred

A minimum of three (3) years' trust and estate-related experience is preferred

Proficient in computer software applications, including Microsoft Word, Excel, and PowerPoint

Experience with trust accounting systems and tax software applications, including Wall Street Concepts software and ONESOURCE™ Trust Tax, and ONESOURCE™ Fiduciary Accounting Software

Good technical experience in fiduciary accounting matters

Strong interpersonal relations and communication skills (oral and written) must be able to communicate effectively

The ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment. Analytically minded conducting research and drawing conclusions

Acute attention to detail and an ability to collect, organize and interpret large amounts of data and complex materials

The ability to gather and understand business requirements and develop creative solutions