Non-Legal Job Openings

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Applying for: Financial Analyst - Trusts & Estates

Since its founding in 1975, Whiteman Osterman & Hanna LLP has grown to become the largest, and one of the most well-respected law firms in the Capital Region. We have a diverse practice that goes beyond the conventional, fostering new ideas and approaches.

We are currently seeking a Financial Analyst.

The Role:

You will work with our Trusts & Estates legal team:

  • Tax return preparation
    • Estate, gift, generation-skipping transfer, and fiduciary income tax returns
  • Preparation of estate planning and financial projections
  • Estate and Trust accounting
  • Preparation of financial spreadsheets, analysis and projections

Skills Needed for Success:

  • Well-organized
  • Numbers-oriented
  • Strong multi-tasking abilities
  • Team player
  • Ability to maintain confidentiality of all pertinent information

Required:

  • Bachelor’s degree in Accounting, Finance, Business Management, or related field
  • 1-2 years of relevant experience
  • CPA Licensed (preferred)

Why Whiteman Osterman & Hanna LLP?:

  • A generous benefit offering package including:
    • Medical
    • Dental
    • 401(k) with company match and profit-sharing options
    • Generous time off package
    • Corporate discounts to various businesses
    • Opportunities to support and be active in the community
    • And more!

In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike. Our focus has always been to make our Firm, family-friendly. No matter the position at the Firm, Whiteman Osterman & Hanna treats everyone as colleagues rather than subordinates. We hold many events for our employees and their families and have activities in the office throughout the year to help make the work environment more enjoyable.

If this sounds like the right opportunity, we invite you to apply to join our team!

Whiteman Osterman & Hanna LLP is an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals, and in which employment decisions are merit-based and made without discrimination on the basis of race, creed, color, gender or sex, national origin, disability, sexual orientation, gender identity, age, religion, pregnancy, protected activity, veteran status, marital status, citizenship, genetic information, predisposition or carrier status, or any other characteristic protected by law.


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Our team provides comprehensive tax planning services and taxpayer representation for clients including technology companies, medical practices, manufacturers, banks, insurance agencies, real estate development companies, franchises, nonprofit and tax exempt organizations.