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Wealth Management, Legal Accounting - Fiduciary Accountant, Associate

Req #: 170106660
Location: Dallas, TX, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
The Fiduciary Accountants work in a centralized environment and are responsible for overseeing the accounting activities associated with the Private Bank Trust and Estates practice.  The position includes daily interaction with internal partners, law firms, and third party accounting firms.  Examples of duties include: document interpretation, review of accountings, and risk management.  
A Fiduciary Accountant must have extensive fiduciary knowledge of trust and estate administration and fiduciary accounting principles.  Strong interpersonal skills and ability to develop relationships with colleagues is critical.  The Fiduciary Accountant must possess excellent communication, analytical, and organizational skills.  
  • Oversee the accounting aspects of a trust or estate settlement
  • Recommend form of accounting in partnership with Settlement Officer or Estate Officer
  • Gather relevant accounting materials for the outside preparation of judicial and non-judicial accountings, including full, principal only or abbreviated accountings
  • Interpret the governing trust instrument and conduct review of accountings to confirm account was funded correctly and that all items were allocated correctly between income and principal during the life of the account. Provide feedback to accounting preparer
  • Work with Settlement Officers and Estate Officers, along with Trust Counsel and/or Accounting firm, to resolve any accounting issues that may arise
  • Review and/or prepare computations of trustee’s commissions
  • Prepare abbreviated and/or cash statement accountings on a limited basis, as requested
  • Provide support to broader Trusts & Estates Practice
  • Provide expert analysis of our acts as trustee or executor on particular matters including, but not limited to, account fundings, receipts and disbursements, or investment performance
  • Review intermediate accountings on behalf of Trust Officers, as requested
  • Serve as resource on trustees’ commissions and historical record keeping
  • Technical Knowledge – strong understanding of fiduciary, legal, accounting, tax and investments concepts.
  • Organized and detail oriented.
  • Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment.
  • Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability, ability to coach and train.
  • Interpersonal skills - develop relationships with colleagues within Trusts & Estates Practice and the Private Bank
  • 3-5 years of relevant work experience in a mid to large law firm or accounting firm   
  • College degree required
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