Fidutiary Accountant

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.