Probate Fiduciary Accountant: Estate & Trust Administration (PTO)

Spherion Staffing Central & Coastal Florida; Florida; On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

PTO: 25 days in first year

PTO: 30 days on first anniversary

Competitive benefits package

Job summary

Spherion Staffing Central & Coastal Florida in Palm Beach Gardens seeks a detail-oriented Probate Fiduciary Accountant to oversee end-to-end estate and trust administration and fiduciary accounting, collaborating with legal teams and client families.

In this direct-hire role you will maintain administration files, conduct financial and legal research, prepare accounting reports, and assist in tax preparation to support accurate fiduciary duties.

Qualifications

• 3+ years of experience as a Paralegal or Tax Fiduciary Accountant.
• Direct experience in probate, trust administration, and estate settlement.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Demonstrated ability to develop, organize, and maintain electronic data collection systems.
• Excellent verbal and written communication skills with strong interpersonal capabilities.
• Exceptional organizational skills, acute attention to detail, and proven ability to prioritize, multitask, and manage time effectively.

Responsibilities

• Prepare pleadings initiating estate or guardianship court proceedings and maintain comprehensive administration files.
• Review estate planning, will, and trust documents, and prepare trust administration documentation (including trustee acceptances, resignations, and declinations).
• Conduct trust and estate accounting, monitor accounts, and manage the payment of monthly expenses.
• Research asset and debt information; draft deeds and arrange transfers of brokerage accounts, vehicles, and cash distributions to beneficiaries.
• Assemble necessary documentation and collaborate on estate, income, and gift tax returns.
• Perform estate and guardianship legal research on complex issues and locate trust or estate beneficiaries when necessary.
• Draft memorandums and correspondence while managing clear, compassionate communication among attorneys, clients, beneficiaries, and family members.

Skills

Paralegal experience

Tax fiduciary accounting

Probate & trust administration

Microsoft Excel

Microsoft Outlook

Data organization

Time management

Strong communication

Education

Bachelor’s degree in Business Administration

Tools

Microsoft Excel

Microsoft Outlook

Job description

Spherion Staffing Central & Coastal Florida in Palm Beach Gardens seeks a detail-oriented Probate Fiduciary Accountant to oversee end-to-end estate and trust administration and fiduciary accounting, collaborating with legal teams and client families.

In this direct-hire role you will maintain administration files, conduct financial and legal research, prepare accounting reports, and assist in tax preparation to support accurate fiduciary duties.