Fiduciary Accountant - Denver OR Detroit OR Naples

Jobot; Denver (CO); Hybrid; USD 75,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Excellent benefits including competitive 401k contribution

Great work/life balance

Career advancement opportunities

Job summary

A growing national law firm in Denver, CO is seeking a Fiduciary Accountant to join their estate/trust legal team. This role involves preparing federal and state tax returns, maintaining trust accounts, and providing tax planning services. The ideal candidate will have a Bachelor's degree in Accounting or Finance and at least 3 years of experience in fiduciary accounting. The firm offers competitive compensation, excellent benefits, and opportunities for career advancement. Hybrid work model available.

Qualifications

• 3+ years of experience in trust and estate tax within a law firm or financial services environment.
• CPA or EA designation preferred.

Responsibilities

• Prepares and files Federal and state estate tax and gift tax returns.
• Maintains and updates estate and trust accounts and records.
• Responds to IRS and state tax agency audit inquiries.

Skills

Exceptional communication skills

Detail-oriented

Team collaboration

Organizational skills

Education

Bachelor's degree in Accounting, Finance, Business or Paralegal certificate

Job description

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Job details

A growing, national law firm is adding a dynamic Fiduciary Accountant to their estate/trust legal team in Denver, Detroit OR Naples.

This Jobot Job is hosted by: Lauren Spann. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $75,000 - $130,000 per year

A bit about us:

Our client is a growing, reputable, national law firm that prides itself of providing outstanding service to their clients. Company culture is fantastic; professional development and growth opportunities, collaborative team, outstanding leadership group.

Why join us?

• Competitive compensation
• Excellent benefits including competitive 401k CONTRIBUTION (not match-contribution)
• Great work/life balance - hybrid work schedule following training
• Career advancement opportunities

Job Details

Jobot is partnering with a growing, national law firm to staff a position as a Fiduciary Accountant - Paralegal. The Paralegal/Fiduciary Accountant applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns.

Responsibilities

• Prepares and files Federal and state estate tax and gift tax returns
• Prepares and files Federal and state fiduciary income tax returns
• Prepares estate and trust accountings
• Prepares informational returns for tax exempt entities
• Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
• Maintains and updates estate and trust accounts and records (tax information)
• Responds to IRS and state tax agency audit inquiriesAssists with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries

ALL APPLICANTS MUST BE LOCATED IN EITHER DENVER, CO - DETROIT, MI - NAPLES, FL

If you have a Bachelors degree in Accounting, Finance, Business or a Paralegal certificate with a CPA (Certified Public Accountant) or EA (Enrolled Agent) designation being strongly preferred, at least 3+ years of experience in trust and estate tax within a law firm, CPA or financial services environment, have exceptional communication skills with the ability to build great relationships with attorneys, leaders, peers and clients, thrive in a fast paced, detail oriented environment, enjoy working in a team environment and are highly organized than this could be an excellent opportunity for you.

Our client offers competitive compensation, awesome benefits including a strong contribution to the company 401k/profit sharing and outstanding opportunities for professional growth and advancement. If you're interested in learning more about this opportunity please apply directly or reach out to Lauren Spann at [e-mail].

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.