Probate Fidutiary Accountant (Palm Beach Gardens)

The Probate Fiduciary Accountant will handle the preparation and review of probate and trust accountings, ensuring accuracy and compliance with applicable regulations.

Client Details

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.

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

Profile

A successful Probate Fiduciary Accountant should have:

• 3+ years of experience as a paralegal or Tax Fidutiary 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.

Job Offer

• Annual salary between $75,000 and $95,000 based on experience.
• Comprehensive benefits package inclduing 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.

Interested in growing your career with a top ranked trust and estates firm? Apply today.

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.