Probate Fiduciary Accountant
Incredibly stable firm with long-term career growth potential
Excellent benefits package, annual raises, and 25 days ot PTO
About Our Client
This is a long-standing law firm with over 100 years of operations specializing in trusts and estates. This role is onsite in Palm Beach Gardens.
Job Description
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 (i.e., acceptances of trustees, resignations and declinations of trustees)
Prepare trust and estate accounting
Draft memorandums and correspondence
Manage communication amongst Attorneys, clients, beneficiaries and family members
Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate
Research asset and debt information for trusts and estates
Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of assets to beneficiaries
Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax, income tax and gift tax returns)
Collaborate on preparation of tax returns
Estate and guardianship legal research pertaining to issues
Locate beneficiaries of trust or estate, when necessary
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
A successful Probate Fiduciary Accountant should have:
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.
What's on Offer
Annual salary between $75,000 and $95,000 based on experience.
Comprehensive benefits package including health, dental, vision and 401k with a match
25 days of paid time off (PTO) - which raises to 30 after your first year of service.