Estate Specialist/Tax Accountant
Core
Prepare federal and state fiduciary, estate, gift, and income tax returns, trust accountings, and probate filings for private client services.
Role type
Senior tax accountant (estate and fiduciary)
Builds
Tax returns, estate accountings, and probate filings for high-net-worth individuals and trusts
Domain
Legal services / Tax and Estate Planning
Required skills
Federal and state tax return preparation, estate and gift tax compliance, trust accounting, probate filings, asset valuation coordination, regulatory monitoring
Preferred skills
CPA or Enrolled Agent designation, legal or professional services experience, partnership accounting, liquidity estimation
Technologies
Microsoft Office
Responsibilities
Prepare Federal and State fiduciary income tax returns, Prepare Federal and State estate and gift tax returns, Prepare trust accountings including conservatorship and estate accountings, Monitor and remain current on relevant tax law developments, Prepare probate and related filings, Gather information and coordinate valuation of decedents' assets, Oversee fiduciary accounting and bookkeeping functions
Seniority
Mid-Senior level, 3+ years experience