Planning Paralegal

Job Summary & Responsibilities Spherion is seeking a detail-oriented Probate Fiduciary Accountant to join a dynamic team in Palm Beach Gardens. In this rewarding direct-hire role, you will oversee end-to-end estate and trust administration, handle essential fiduciary accounting, and foster collaborative relationships across legal teams and client families.

As a Probate Fiduciary Accountant , you will play an integral role in guiding estates and trusts from initiation through final settlement. You will maintain complete administration files, conduct financial and legal research, prepare accounting reports, and assist in tax preparation, ensuring seamless, accurate, and compassionate execution of fiduciary duties.

Key Responsibilities:

• Prepare pleadings initiating estate or guardianship court proceedings and maintain comprehensive administration files.
• Review estate planning, will, and trust documents, and prepare trust administration documentation (including trustee acceptances, resignations, and declinations).
• Conduct trust and estate accounting, monitor accounts, and manage the payment of monthly expenses.
• Research asset and debt information;

• Assemble necessary documentation and collaborate on estate, income, and gift tax returns.
• Perform estate and guardianship legal research on complex issues and locate trust or estate beneficiaries when necessary.
• Draft memorandums and correspondence while managing clear, compassionate communication among attorneys, clients, beneficiaries, and family members.

• 3+ years of experience as a Paralegal or Tax Fiduciary Accountant.
• Direct experience in probate, trust administration, and estate settlement.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Demonstrated ability to develop, organize, and maintain electronic data collection systems.
• Excellent verbal and written communication skills with strong interpersonal capabilities.
• Exceptional organizational skills, acute attention to detail, and proven ability to prioritize, multitask, and manage time effectively.

Compensation & Benefits

• Salary: $75,000.00 – $95,000.00 per year (commensurate with experience)
• Schedule: 37.5-hour work week (Exempt role)
• Paid Time Off (PTO): 25 days in your first year, increasing to 30 days on your first anniversary
• Benefits: Competitive health and benefits package