Who we are:

Over the next 25 years, one of the largest transfers of assets will be taking place as over $60T will be transferred from one generation to the next. However, professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process. 

Since launching in 2021, Estateably is the fastest growing estate and trust administration platform serving over 1,000 firms across Canada and the United States. We stay ahead of the curve to be the best at what we do by being the technical experts that our clients can always rely on. 

Our team and vision for the industry's future are bold, ambitious and accessible. The nature of our industry is complex yet sensitive, and we keep that in mind with everything we do. 

What we value:

Our team is guided by a genuine empathy for our users' problems and pain points, radical honesty and reliable expertise. We love people who are willing to think outside the box and are excited to collaborate with others. We are authentic and know that building a team with diverse backgrounds is critical to our success, so we are committed to providing a respectful, creative and inclusive environment to everyone on our team.

What you’ll do:

As a Fiduciary Accounting Specialist, you will play a pivotal role in supporting the transformation of complex fiduciary accounting principles into actionable product features. Drawing on your deep expertise in trusts, estates, and regulatory compliance, you will collaborate with cross-functional teams—from Product Owners and developers to end users—to craft detailed requirements, validate solutions through rigorous testing, and ensure intuitive, compliant workflows that meet both market needs and state-specific legal standards.

What you can expect:

• Act as a Subject Matter Expert in fiduciary accounting, trusts, and estates, providing guidance to cross-functional teams.
• Collaborate with Product Owners and development teams to translate complex fiduciary accounting principles into requirements.
• Write detailed requirements for new features and improvements.
• Conduct quality assurance testing to validate functionality against business needs and regulatory compliance.
• Work closely with users to gather feedback and ensure product usability.
• Assist in user acceptance testing by defining test cases and validating that solutions meet business expectations.
• Support the Product Team in prioritizing and refining the product backlog, ensuring alignment with market needs.
• Collaborate with designers and engineers to ensure intuitive workflows and accurate financial reporting functionalities.
• Research and analyze state-specific trust and estate laws to ensure compliance within the product.
• Prepare documentation, process workflows, and training materials for internal teams and end users.

Desired skill set:

• Fiduciary accounting expertise with extensive experience in trust and estate administration.
• Deep knowledge of accounting principles, tax considerations, and regulatory compliance related to trusts and estates.
• Familiarity with estate and trust administration software or accounting systems used in estate planning.
• Experience in at least one of the following states: California, Florida, North Carolina, Massachusetts, New York.
• Strong analytical and problem-solving skills with the ability to translate complex financial concepts into technical requirements.
• Excellent communication skills to collaborate with developers, stakeholders, and end users.
• Ability to adapt to a tech-driven and fast paced environment.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• CPA or CTFA certification will be considered a plus.
• Additional certification in Fiduciary Accounting or Trust & Estate Administration is highly desirable.
• Training or experience in business analysis, software development, or Agile methodologies is a plus but not mandatory.

What we are looking for:

• Willingness and ability to learn fast.
• High work ethic and results-oriented.
• High sense of accountability and ownership.
• Solution-oriented mindset and can-do attitude to overcome challenges.
• Team player with a natural ability to build relationships.
• Ability to thrive in a fast-paced environment and master frequently changing Web technologies and techniques.

 Perks:

• Be a part of a fast-growing startup.
• Flexible hours & remote/hybrid work.
• Yearly bonus based on performance.
• Full participation in our company’s group health, dental, and virtual medicine plans.
• Wellness Benefit.
• Computer equipment.
• Work-from-home stipend.

We encourage you to apply even if you are unable to commit full-time at the moment. We are open to discussing a contractual engagement for the right candidate.

We are committed to fostering an inclusive, barrier-free and accessible environment. If you have been contacted for an interview and require accommodation to participate in the recruitment and selection process, please let us know and we will do our best to address your needs.