Job Title: Trust & Estates Accountant
 

Job Overview:
We are seeking an experienced and detail-oriented Trust & Estates Accountant to join our client and play a vital role in supporting their private client practice. This hybrid, permanent/direct-hire position, based in Philadelphia, PA, focuses on fiduciary accounting, estate and trust administration, and estate/tax planning projections for high-net-worth clients. The role requires strong technical skills, a client-focused approach, and the ability to manage a high-volume workload while meeting billable hour requirements.
 

Compensation:
• $98,000 – $156,000 annually
 

Work Schedule:
• Monday – Friday, 9:00 AM – 6:00 PM, 40-hour work week with a 1-hour lunch
• Hybrid schedule: 3 days onsite, 2 days remote
 

Key Responsibilities of the Trust & Estates Accountant:
• Prepare and review fiduciary income tax returns, including federal estate tax returns, trust and estate income tax returns, gift tax returns, generation-skipping transfer tax forms, inheritance tax returns, charitable trust tax returns, and Form 990s
• Respond to IRS audits by preparing written responses and coordinating supporting documentation
• Maintain and update task management databases to track deadlines for tax returns, payments, and other critical filings
• Support attorneys in client matters by preparing tax projections, estate plans, financial analyses, and estate planning flow charts
• Advise clients on accounting and tax issues affecting individuals, partnerships, and corporations
• Research tax laws and regulations relevant to estate and trust accounting and administration
 

Qualifications and Skills for the Trust & Estates Accountant:
• Bachelor’s degree in Accounting, Finance, or a related field, with at least 3 years of relevant experience
• Proficiency in fiduciary tax and trust accounting software, with Lackner experience required
• CPA designation preferred, but strong candidates without CPA will be considered
• Prior experience working with high-net-worth clients and billing time for professional services
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong written and verbal communication skills, with a professional demeanor and ability to work in a fast-paced environment
 

Why Join Us?
This is an excellent opportunity to work in a prestigious professional environment that values expertise, precision, and client service. You’ll work alongside seasoned professionals, gain exposure to complex estate and trust matters, and receive competitive compensation with robust benefits.
 

About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp-to-hire, and direct hire staffing solutions. With decades of experience, we’ve grown from a staffing agency to a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology.
Explore more about CSS and how we connect great talent with exceptional opportunities by visiting www.ContemporaryStaffing.com.

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