Probate Fiduciary Accountant/Paralegal (Palm Beach Gardens)

Spherion; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

Spherion Naples is seeking a Probate Fiduciary Accountant to join a prestigious team in the Naples, FL area. This role focuses on estate and trust financial management, legal research, and efficient communication with clients and attorneys.

8:00 AM - 5:30 PM hours, dynamic, high-growth culture, and opportunities to advance your career. The ideal candidate has 3–7 years of probate-related experience, strong attention to detail, and excellent Excel/Outlook skills.

Qualifications

• Probate experience is a Must.
• 3+ years of experience as a Paralegal or Probate Fiduciary Accountant.
• Direct experience handling probate, trust administration matters, and estate settlements.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office, specifically Excel and Outlook.
• A degree in Business Administration or a related field is preferred.

Responsibilities

• Prepare court pleadings to initiate estate or guardianship proceedings.
• Monitor and maintain files for estate administration, trust administration, and guardianship.
• Review estate planning, will, and trust documents thoroughly.
• Prepare trust administration documents including acceptances, resignations, and declinations of trustees.
• Prepare meticulous trust and estate accounting.
• Draft professional memorandums and correspondences.
• Manage communications among attorneys, clients, beneficiaries, and family members.
• Monitor trust and estate accounts, including the payment of monthly expenses.
• Research asset and debt information for trusts and estates.
• Prepare deeds and execute transfers for vehicles, brokerage accounts, and cash distributions to beneficiaries.
• Assemble necessary documentation for trust and estate administration tax returns (estate, income, and gift tax).
• Collaborate on the overall preparation of tax returns.
• Conduct estate and guardianship legal research pertaining to complex issues.

Skills

Adaptability

Time management

MS Excel

MS Outlook

Tools

Microsoft Excel

Microsoft Outlook

Job description

Spherion Naples is thrilled to offer an exceptional career opportunity in the beautiful Palm Beach Gardens, FL area! We are looking for a detail-oriented, driven Probate Fiduciary Accountant to join a prestigious team where your expertise will truly shine. This isn't just a job, it's your chance to collaborate with top-tier professionals, elevate your financial expertise, and reach a better place in your career journey. If you love solving complex problems, organizing critical financial data, and making a meaningful impact every day, you'll find a welcoming, high-growth culture waiting for you right here.

In this vital role, you will be the driving force behind estate and trust financial management. You'll handle legal research, streamline communications, and navigate estate settlements smoothly alongside partners and clients. Spherion Naples is dedicated to connecting passionate professionals with workplaces where they can thrive-let us help you take that next great step.

Responsibilities:

Prepare court pleadings to initiate estate or guardianship proceedings.

Monitor and maintain files for estate administration, trust administration, and guardianship.

Review estate planning, will, and trust documents thoroughly.

Prepare trust administration documents including acceptances, resignations, and declinations of trustees.

Prepare meticulous trust and estate accounting.

Draft professional memorandums and correspondences.

Manage communications among attorneys, clients, beneficiaries, and family members.

Monitor trust and estate accounts, including the payment of monthly expenses.

Research asset and debt information for trusts and estates.

Prepare deeds and execute transfers for vehicles, brokerage accounts, and cash distributions to beneficiaries.

Assemble necessary documentation for trust and estate administration tax returns (estate, income, and gift tax).

Collaborate on the overall preparation of tax returns.

Conduct estate and guardianship legal research pertaining to complex issues.

Locate beneficiaries of trusts or estates when necessary.

Working hours: 8:00 AM - 5:30 PM

Skills:

A degree in Business Administration or a related field is preferred.

High level of adaptability to prioritize, multitask, and manage time effectively.

Education:

No Degree Required

Experience:

3-7 years

Qualifications:

Probate experience is a Must.

3+ years of experience as a Paralegal or Probate Fiduciary Accountant.

Direct experience handling probate, trust administration matters, and estate settlements.

Exceptional organization skills and razor-sharp attention to detail.

Excellent written and verbal communication skills.

Proficiency with Microsoft Office, specifically Excel and Outlook.

Ability to develop, organize, and maintain electronic data collection systems.

We offer weekly open interviews Mondays thru Fridays 9:30am-11:30am and then 1pm-2:30pm

Naples, FL 34103

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [e-mail].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).