Estate & Trust Probate Accountant — Grow Your Impact

Spherion Staffing, LLC; Florida; Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Spherion Naples is seeking a Probate Fiduciary Accountant to join a prestigious team in the Naples, FL area. This role focuses on estate and trust financial management, legal research, and efficient communication with clients and attorneys.

8:00 AM - 5:30 PM hours, dynamic, high-growth culture, and opportunities to advance your career. The ideal candidate has 3–7 years of probate-related experience, strong attention to detail, and excellent Excel/Outlook skills.

Qualifications

• Probate experience is a Must.
• 3+ years of experience as a Paralegal or Probate Fiduciary Accountant.
• Direct experience handling probate, trust administration matters, and estate settlements.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office, specifically Excel and Outlook.
• A degree in Business Administration or a related field is preferred.

Responsabilités

• Prepare court pleadings to initiate estate or guardianship proceedings.
• Monitor and maintain files for estate administration, trust administration, and guardianship.
• Review estate planning, will, and trust documents thoroughly.
• Prepare trust administration documents including acceptances, resignations, and declinations of trustees.
• Prepare meticulous trust and estate accounting.
• Draft professional memorandums and correspondences.
• Manage communications among attorneys, clients, beneficiaries, and family members.
• Monitor trust and estate accounts, including the payment of monthly expenses.
• Research asset and debt information for trusts and estates.
• Prepare deeds and execute transfers for vehicles, brokerage accounts, and cash distributions to beneficiaries.
• Assemble necessary documentation for trust and estate administration tax returns (estate, income, and gift tax).
• Collaborate on the overall preparation of tax returns.
• Conduct estate and guardianship legal research pertaining to complex issues.

Connaissances

Adaptability

Time management

MS Excel

MS Outlook

Outils

Microsoft Excel

Microsoft Outlook

Description du poste

Spherion Naples is seeking a Probate Fiduciary Accountant to join a prestigious team in the Naples, FL area. This role focuses on estate and trust financial management, legal research, and efficient communication with clients and attorneys.

8:00 AM - 5:30 PM hours, dynamic, high-growth culture, and opportunities to advance your career. The ideal candidate has 3–7 years of probate-related experience, strong attention to detail, and excellent Excel/Outlook skills.