Probate Fiduciary Accountant

Michael Page; Naples (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401k

PTO 25 days

Collaborative environment

Job summary

Michael Page is seeking a Probate Fiduciary Accountant in Naples, FL to manage probate and fiduciary accounting tasks, ensuring accurate reporting and compliance.

The role involves gathering asset and debt information, preparing Form 706 U.S. estate tax returns, Form 1041 fiduciary returns, and maintaining accounting systems for client investments. Strong attention to detail and proficiency with accounting software are required; onsite client and team collaboration.

Qualifications

• 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.

Responsibilities

• Identify, collect, analyze, abstract, organize and maintain facts and documents (wills, trust documents).
• Maintain financial statements and spreadsheets for client investments for tax prep.
• Prepare U.S. federal and state estate tax returns (Form 706 and state equivalents).
• Prepare fiduciary income tax returns (Form 1041 and state equivalents).
• Prepare individual and non-profit tax returns (Form 1040, 709, 5227).
• Prepare trust and estate accountings and related filings.
• Address IRS notices and track deadlines for filings.

Skills

Fiduciary accounting

Tax return preparation

Attention to detail

Communication

Accounting software

Tools

Accounting software

Job description

The Probate Fiduciary Accountant will manage probate and fiduciary accounting tasks, ensuring accurate reporting and compliance.

This long-standing trusts and estates firm is hiring in their Naples, FL location. This is an onsite position.

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

Profile

A successful Probate Fiduciary Accountant should have:

• 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.

Job 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).

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.