About this opportunity
Michael Page lists this Fidutiary Accountant opportunity in naples, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Probate Fiduciary Accountant Opportunity
This long-standing trusts and estates firm is hiring in their Naples, FL location. This is an onsite position.
Job Description
Identify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedure
Identify, collect, analyze, abstract, organize, maintain financial statements and spreadsheets relating to client investments; extract information for preparation of tax returns as needed
Develop and maintain relationships with clients and personnel
Obtain and clarify information necessary to substantiate facts, identify documents and support legal actions
Review estate planning documents, wills and trust agreements for preparation of income tax and excise tax returns
Assist gathering asset and debt information for trusts and estates
Organize and maintain information, records and documents supporting legal actions
Assist analyzing legal proceedings to identify possible issues
Develop, implement, maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns
Prepare U.S. federal and state estate tax returns (Form 706 and state equivalent as needed)
Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos trusts (Form 1041 and state equivalent as needed)
Prepare individual and non-profit organization U.S. tax returns (Form 1040, Form 709 and Form 5227)
Prepare trust and estate probate and fiduciary accountings
Prepare related filings such as extensions of time to file for all accounting and returns
Address IRS notices and resolve pending tax issues
Track deadlines assuring returns and accountings are filed timely or extended when applicable
The Successful Applicant
2+ years of experience as a tax fiduciary accountant
Experience with probate and fiduciary accounting processes.
Strong understanding of financial regulations and compliance requirements.
Excellent attention to detail and organizational skills.
Effective communication and collaboration abilities.
Proficiency in accounting software and tools.
What's on Offer
Competitive salary ranging from $80,000 to $100,000.
Comprehensive benefits package including health, dental, vision, and 401k
Collaborative work environment
25 days of PTO (30 after 1 year of service).
Worksite address
naples, FL, 33939, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.