Paralegal/Fiduciary Accountant

MMM LEGAL GROUP; Denver (CO); On-site; USD 70,000 - 95,000; Full time

Job summary

Taft Stettinius & Hollister LLP in Denver is seeking an experienced Paralegal/Fiduciary Accountant to join our dynamic team of legal professionals. The role applies fiduciary accounting to review financial information and prepare income, estate, and gift tax returns, estate/trust accountings, and related informational returns for tax-exempt entities.

We value accuracy, confidentiality, and collaborative problem solving in a fast-paced law firm environment.

Qualifications

• CPA license or Enrolled Agent designation is a plus.
• 3+ years of experience in a trust and estate practice at a law firm, CPA firm, or bank.
• Bachelor's degree or paralegal certificate strongly desired.
• Excellent written and oral communication skills.
• Ability to organize, prioritize and multi-task under deadlines.
• Ability to establish good rapport with attorneys, clients, and staff.

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 activities (e.g., QPRTs, GRATs, CRATs, CLUTs).
• Maintains and updates estate and trust accounts and records (tax information).
• Responds to IRS and state tax agency audit inquiries.
• Assists with estate administration tasks including probate filings, inventories, collecting assets and distributions to beneficiaries.

Skills

CPA License

Enrolled Agent designation

Communication skills

Organization

Trust & estate experience

Education

Bachelor's Degree

Paralegal certificate

Job description

Taft is seeking an experienced Paralegal/Fiduciary Accountant to join our dynamic team of legal professionals in our Denver office.

Summary

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 inquiries
• Assists with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries

Minimum Qualifications

• Certified Public Accountant (CPA) License or Enrolled Agent designation a plus
• 3+ years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
• Bachelor's Degree or paralegal certificate strongly desired
• Ability to communicate effectively, both orally and in writing
• Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
• Ability to establish good rapport with attorneys, clients, and other staff

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.