Probate Fidutiary Accountant (Palm Beach Gardens)

This role is onsite in Palm Beach Gardens at a long-standing law firm with over 100 years of operations specializing in trusts and estates.

Responsibilities

• Prepare pleadings initiating an estate or guardianship court proceeding
• Monitor and maintain files for estate administration, trust administration, and guardianship
• Review estate planning, will, and trust documents
• Prepare trust administration documents (e.g., acceptances of trustees, resignations, and declinations of trustees)
• Prepare trust and estate accounting
• Draft memorandums and correspondence
• Manage communication among attorneys, clients, beneficiaries, and family members
• Monitor trust and estate accounts, including payment of monthly expenses
• Research asset and debt information for trusts and estates
• Prepare deeds, transfer of vehicles, brokerage accounts, and cash distributions for asset transfers to beneficiaries
• Assemble necessary documents for trust and estate administration tax returns (e.g., estate tax, income tax, and gift tax returns)
• Collaborate on preparation of tax returns
• Conduct estate and guardianship legal research pertaining to issues
• Locate beneficiaries of trust or estate, when necessary

Requirements

• 3+ years of experience as a paralegal or Tax Fiduciary Accountant
• Experience with probate and trust accounting practices
• Strong knowledge of applicable laws and regulations
• Excellent attention to detail and organizational skills
• Proficiency in accounting software and Microsoft Excel
• Effective communication and interpersonal skills
• Ability to work independently and meet deadlines

Pay

Annual salary between $75,000 and $95,000 based on experience.

Benefits

• Comprehensive benefits package including health, dental, and vision
• 401k with a match
• 25 days of paid time off (PTO), increasing to 30 days after the first year of service