Probate Fiduciary Accountant

This long-standing trusts and estates firm is hiring for an onsite position in Naples, FL.

About the role

Manage probate and fiduciary accounting tasks, ensuring accurate reporting and compliance.

Responsibilities

• Identify, collect, analyze, abstract, organize, and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedure
• Identify, collect, analyze, abstract, organize, and maintain financial statements and spreadsheets relating to client investments; extract information for preparation of tax returns as needed
• Develop and maintain relationships with clients and personnel
• Obtain and clarify information necessary to substantiate facts, identify documents, and support legal actions
• Review estate planning documents, wills, and trust agreements for preparation of income tax and excise tax returns
• Assist in gathering asset and debt information for trusts and estates
• Organize and maintain information, records, and documents supporting legal actions
• Assist in analyzing legal proceedings to identify possible issues
• Develop, implement, and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns
• Prepare U.S. federal and state estate tax returns (Form 706 and state equivalent as needed)
• Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary, and inter vivos trusts (Form 1041 and state equivalent as needed)
• Prepare individual and non-profit organization U.S. tax returns (Form 1040, Form 709, and Form 5227)
• Prepare trust and estate probate and fiduciary accountings
• Prepare related filings such as extensions of time to file for all accountings and returns
• Address IRS notices and resolve pending tax issues
• Track deadlines assuring returns and accountings are filed timely or extended when applicable

Requirements

• 2+ years of experience as a tax fiduciary accountant
• Experience with probate and fiduciary accounting processes
• Strong understanding of financial regulations and compliance requirements
• Excellent attention to detail and organizational skills
• Effective communication and collaboration abilities
• Proficiency in accounting software and tools

Benefits

• Competitive salary ranging from $80,000 to $100,000
• Comprehensive benefits package including health, dental, and vision
• 401k retirement plan
• 25 days of PTO (30 after 1 year of service)