Fiduciary & Trust Tax Preparer
AppleOne Employment Services · Haddonfield, NJ · 1 wk ago
AccountingFull-time
Responsibilities
- Manage estate/trust cases from planning through final distribution
- Prepare estate, inheritance, gift, and fiduciary income tax returns; Federal Form 1041, Federal Schedule K-1 (Form 1041), NJ-1041 (NJ Fiduciary Income Tax Return), etc.
- Handle estate/trust accountings: asset valuation, distributions, bill payments, reconciliations
- Draft wills, revocable/irrevocable trusts, powers of attorney, living wills, health care directives
- Support probate: petitions, inventories, accountings, deeds, court filings
- Court coordination: coordinate with courts, beneficiaries, financial institutions, appraisers
- Conduct legal research, financial analysis, prepare correspondence and tax calculations
- Track deadlines, maintain records, ensure state/federal compliance
Qualifications & Skills
- 7–10 years trust/estate experience (administration, probate, tax preparation preferred)
- Proficiency in ProSeries, FAS/FATE, NumberCruncher, TValue, Tax Help Software (or comparable)
- Expert in Microsoft Office Suite (Word, Excel, Outlook)
- Paralegal Certificate Preferred (not Required)
- Bachelor's degree (preferred)
- Exceptional organizational skills and deadline management
- Superior written/verbal communication for clients and courts
- Detail-oriented with ability to work independently on complex matters
Benefits
- Major medical, dental, vision, 401k
- Statutory sick pay where required
Pay
- TBD
Schedule
- TBD