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Job Duties

Oversee complex trust and estate probate administration including preparation of legal documents, asset spreadsheets, probate pleadings, and accountings.Prepare complex estate, gift, and fiduciary income tax returns, and research related federal, state, and local tax laws.Review estate documents for compliance with state and federal filing requirements.Coordinate directly with banks and brokerage firms through phone, email, and in-person communication.Provide support to attorneys and tax preparers, including drafting correspondence and legal documents.Maintain accurate and detailed daily billable hour records in accordance with firm policies.

Qualifications

Bachelor's degree in Accounting or a related field preferred; CPA, CFTA, or other relevant certifications strongly preferred.Minimum of four years' experience in legal, finance, or accounting, with emphasis on tax preparation and trust & estate work.Advanced proficiency in Microsoft Office, especially Excel; experience with CCH ProSystem is a plus.Strong mathematical aptitude and ability to solve complex problems for tax strategy development. F11553C5-PT_1753276469 To Apply for this Job Click Here