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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