Estate Specialist/Tax Accountant
Core
Prepare federal and state fiduciary, estate, gift, and income tax returns; oversee fiduciary accounting and bookkeeping for private client services.
Role type
Estate Specialist/Tax Accountant
Builds
Tax returns, trust accountings, foundation tax returns, and probate filings for high-net-worth individuals and entities.
Domain
Legal services / Tax and Estate Planning
Required skills
fiduciary tax preparation, estate and gift tax filing, trust accounting, probate filings, partnership accounting, regulatory monitoring, asset valuation coordination, bookkeeping oversight
Preferred skills
legal or professional services experience, CPA or Enrolled Agent designation, strong mathematical proficiency
Technologies
Microsoft Office
Responsibilities
Prepare Federal and State fiduciary income tax returns; Prepare Federal and State estate and gift tax returns; Prepare trust accountings; Prepare foundation tax returns; Monitor tax law developments; Prepare probate and related filings; Gather information and coordinate valuation of decedents' assets; Oversee fiduciary accounting and bookkeeping functions
Seniority
Mid-level, hands-on IC