Experienced Fiduciary Tax Accountant
EXPERIENCED FIDUCIARY TAX ACCOUNTANT Overview Are you a paralegal or fiduciary tax accountant working with trusts and estates?
Our client is seeking full: time Experienced Fiduciary Tax Accountants with a Bachelors or Masters Degree in Accounting, as well as extensive knowledge of Trusts and Estates practices for their Naples and Bonita Springs,
Florida offices. To be successful in this role, general knowledge of law firm practice and procedure is required. Responsibilities and Essential Functions: Identify, collect, analyze, extract, organize, and maintain:Facts and documents in accordance with correct legal practices and procedures : Financial statements and spreadsheets related to client investments : Develop, organize, and maintain:Working relationships with clients and personnel, both internal and external : Tracking and accounting systems for sophisticated client investments to facilitate the preparation of U.
S. trust tax returns : Information, facts, records, and other documents necessary to support legal actions : Prepare:Federal and state death tax returns, as well as income tax returns for descendants' estates, testamentary, and inter vivos trusts : Individual, fiduciary, partnership, and non: profit organization tax returns : Gift tax returns : Estate and trust probate accountings : Related filings, planning, and analysis for all accountings and returns : Assist in the analysis of legal proceedings to identify problems, needs and procedures : Administration of trusts and estates : Verbal and written communication with clients, trustees, banks, and other parties : Track due dates, file returns and accountings in a timely manner, or extend returns and accountings where applicable Requirements : Bachelors or Masters Degree in Accounting: Knowledge of the following:Accounting and trust procedures : Individual, partnership, and corporate balance sheets : Legal functions used in the processing of trusts and estates : Ability to develop, organize, maintain, and effectively manage electronic data collection and case materials : Proficiency in MS Excel Benefits : Group medical, dental, vision, flexible spending accounts, life, accidental death and dismemberment, supplemental life, short: term and long: term disability insurance, eligible the first of the month following one full month of employment : PTO including the following:Up to a total of 15 days of paid vacation per calendar year : Up to 3 personal days per calendar year : Up to 7 sick days per calendar year :9 paid holidays and the choice of 2 paid floating holidays
Location: Naples, FL