Probate Fiduciary Accountant Opportunity
This long-standing trusts and estates firm is hiring in their Naples, FL location. This is an onsite position.
Job Description
- Identify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedure
- Identify, collect, analyze, abstract, organize, maintain financial statements and spreadsheets relating to client investments; extract information for preparation of tax returns as needed
- Develop and maintain relationships with clients and personnel
- Obtain and clarify information necessary to substantiate facts, identify documents and support legal actions
- Review estate planning documents, wills and trust agreements for preparation of income tax and excise tax returns
- Assist gathering asset and debt information for trusts and estates
- Organize and maintain information, records and documents supporting legal actions
- Assist analyzing legal proceedings to identify possible issues
- Develop, implement, maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns
- Prepare U.S. federal and state estate tax returns (Form 706 and state equivalent as needed)
- Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos trusts (Form 1041 and state equivalent as needed)
- Prepare individual and non-profit organization U.S. tax returns (Form 1040, Form 709 and Form 5227)
- Prepare trust and estate probate and fiduciary accountings
- Prepare related filings such as extensions of time to file for all accounting and returns
- Address IRS notices and resolve pending tax issues
- Track deadlines assuring returns and accountings are filed timely or extended when applicable
The Successful Applicant
- 2+ years of experience as a tax fiduciary accountant
- Experience with probate and fiduciary accounting processes.
- Strong understanding of financial regulations and compliance requirements.
- Excellent attention to detail and organizational skills.
- Effective communication and collaboration abilities.
- Proficiency in accounting software and tools.
What's on Offer
- Competitive salary ranging from $80,000 to $100,000.
- Comprehensive benefits package including health, dental, vision, and 401k
- Collaborative work environment
- 25 days of PTO (30 after 1 year of service).
Fidutiary Accountant in naples at Unknown Company
This position is listed as full time and onsite.