Paralegal/Fiduciary Accountant

Responsibilities

• Prepares and files Federal and state estate tax and gift tax returns
• Prepares and files Federal and state fiduciary income tax returns
• Prepares estate and trust accountings
• Prepares informational returns for tax exempt entities
• Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
• Maintains and updates estate and trust accounts and records (tax information)
• Responds to IRS and state tax agency audit inquiries
• Affords assistance with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries

Requirements

• Certified Public Accountant (CPA) License or Enrolled Agent designation a plus
• 3+ years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
• Bachelor’s Degree or paralegal certificate strongly desired
• Ability to communicate effectively, both orally and in writing
• Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
• Ability to establish good rapport with attorneys, clients, and other staff

Qualifications

Minimum qualifications include:

• Certified Public Accountant (CPA) License or Enrolled Agent designation
• 3+ years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
• Bachelor’s Degree or paralegal certificate

Skills

• Strong knowledge of fiduciary accounting principles
• Proficiency in preparing and filing tax returns
• Experience with estate and trust administration
• Ability to handle complex tax planning and computations

Benefits

Taft is an Equal Opportunity Employer.

Pay

N/A

Schedule

N/A