Probate Fiduciary Accountant — Estate & Trust Admin

Strategic Employment Partners (SEP); Florida; On-site; USD 75,000 - 95,000; Full time

Job summary

Strategic Employment Partners (SEP) is assisting a Florida law firm in hiring a Probate Fiduciary Accountant for its trust and estate practice. The role supports attorneys from case opening through close, handling accounting and administrative tasks.

The ideal candidate has 3+ years as a paralegal or fiduciary accountant in estate/trust administration with probate experience; strong Excel/Outlook skills; familiarity with Form 706 and Form 1041 a plus. Florida-based, full-time position.

Qualifications

• 3+ years as a paralegal or fiduciary accountant in estate and trust administration, with probate experience.
• Proficient in MS Excel, Outlook and MS Office suite.
• Experience with Form 706 and Form 1041 is a plus.

Responsibilities

• Support attorneys from case opening through close.
• Prepare pleadings and trust/estate accounting.
• Coordinate with attorneys and beneficiaries; assemble estate and fiduciary tax documentation.

Skills

Probate experience

MS Office proficiency

Tools

Excel

Outlook

Microsoft Office

Job description

Strategic Employment Partners (SEP) is assisting a Florida law firm in hiring a Probate Fiduciary Accountant for its trust and estate practice. The role supports attorneys from case opening through close, handling accounting and administrative tasks.

The ideal candidate has 3+ years as a paralegal or fiduciary accountant in estate/trust administration with probate experience; strong Excel/Outlook skills; familiarity with Form 706 and Form 1041 a plus. Florida-based, full-time position.