Fiduciary Accountant/Paralegal (Ann Arbor, Bloomfield Hills, or Detroit)

Dykema, a leading national law firm, is seeking a Fiduciary Accounting and Estate Administration Paralegal to join its sophisticated Tax & Estates practice in the Firm's Ann Arbor, Bloomfield Hills, or Detroit office.

About the role

This position offers the opportunity to work closely with attorneys, fiduciaries, and clients on complex estate administration, fiduciary accounting, tax compliance, and estate planning matters. The ideal candidate will have substantial experience in fiduciary accounting, estate and trust administration, and tax return preparation, along with a strong understanding of trusts, estates, probate proceedings, and related tax matters.

Responsibilities

• Tax Compliance & Preparation
  • Prepare and review federal and state estate tax returns.
  • Prepare and review federal gift tax returns.
  • Prepare fiduciary income tax returns for trusts and estates.
  • Prepare individual income tax returns related to estate and trust matters.
  • Research federal and state tax laws, regulations, forms, publications, and related issues.
  • Assist with tax planning, projections, and other analytical matters in support of estate planning and administration.
• Fiduciary Accounting & Estate Administration
  • Prepare and maintain detailed accountings and inventories for probate estates, trusts, and guardianship estates.
  • Assist with the administration and settlement of estates and trusts.
  • Review and maintain financial records, transactions, distributions, and other fiduciary information.
  • Assist with trust funding, including the preparation and coordination of deeds, stock certificates, and other property transfer documents.
  • Support probate and guardianship administration, including preparation and coordination of required pleadings and filings.

Requirements

• Active CPA license is required.
• Bachelor's degree in accounting, finance, or a related field is preferred.

Benefits

• Competitive compensation and benefits package.
• Transportation stipend.

Professional and collaborative work environment.