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Estate/ Trust Manager

Company: The Eppolito Group, Inc.
Location: New York
Posted on: November 13, 2024

Job Description:

Large regional CPA seeks a strong T&E candidate to join their growing department. Description: Responsibilities of the position include, but are not limited to:

  • Review estate, gift and fiduciary tax returns
  • Handle the accountings for the estates and trusts
  • Deal directly with outside parties, including attorneys and bankers on the administration of trusts and estates, fiduciary accounting and tax matters.
  • Supervise, evaluate and train staff
  • Resolve any issue related to trust and estate matters The right candidate should have the following:
    • BS in Accounting
    • CPA highly preferred
    • 4-10 years' experience working with fiduciary accounting, estate & trust tax, gift tax, probate papers
    • CPA firm experience highly preferred
    • Zane software a big plusAll candidates must be authorized to work for any employer in the US.
      #J-18808-Ljbffr

Keywords: The Eppolito Group, Inc., Philadelphia , Estate/ Trust Manager, Executive , New York, Pennsylvania

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