Probate Fidutiary Accountant (Palm Beach Gardens)

Michael Page; Florida; Presencial; USD 75.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO 25 days to start

PTO increases to 30 days after first 1

Excellent benefits coverage

Stable long-term employment

37.5 hour work week

Descripción de la vacante

MPI is seeking a Probate Fiduciary Accountant for an onsite role in Palm Beach Gardens. The firm highlights over 100 years of trust and estate specialization, offering stability, annual raises, and a generous PTO package.

The role focuses on preparation and review of probate and trust accountings, ensuring accuracy and regulatory compliance. Responsibilities include drafting estate/trust documents, handling pleadings, maintaining files, and coordinating with tax professionals.

Formación

• Minimum three years' experience as a Paralegal or Fiduciary Accountant in estate and trust administration.
• Proficiency in Microsoft Office, Excel and Outlook.
• Ability to develop, organize and maintain electronic files.

Responsabilidades

• Prepare probate pleadings from initial opening through conclusion.
• Monitor and maintain electronic and physical files for estate and trust administration.
• Prepare trust administration documents and related filings and notices.
• Prepare formal and informal trust and estate accountings.
• Draft memorandums and correspondences regarding estate and trust issues.
• Communicate with attorneys, accountants, clients, beneficiaries and courts.
• Research asset and debt information for trusts and estates.
• Assist with transferring assets and funding trusts.

Conocimientos

Estate & trust accounting

Attention to detail

Communication skills

Time management

Educación

Paralegal or Fiduciary Accountant experience

Herramientas

Microsoft Office

Excel

Outlook

Descripción del empleo

The Probate Fiduciary Accountant will handle the preparation and review of probate and trust accountings, ensuring accuracy and compliance with applicable regulations.

This is a long-standing law firm with over 100 years of operations specializing in trusts and estates. This role is onsite in Palm Beach Gardens. The firm offers excellect long-term stability, annual raises, 25 days of PTO to start, and outstanding benefits coverage.

Description

• Prepare probate pleadings from initial opening through conclusion
• Monitor and maintain electronic and physical files for all aspects of estate administration and trust administration
• Prepare trust administration documents, including, but not limited to, acceptances of trustees, resignations, declinations of trustees and waivers and release and receipt agreements and funding successor trusts and service of trust notices and accountings on beneficiaries
• Prepare formal and informal trust and estate accountings
• Draft memorandums and correspondences regarding estate and trust administration issues
• Communicate with attorneys, accountants, clients, beneficiaries and courts
• Research asset and debt information for trusts and estates
• Prepare and assist with, transfer of vehicles, financial accounts and distributions and/or funding of assets to beneficiaries and/or successor trusts
• Prepare Employer Identification Number forms for IRS and obtain EINs
• Assist with collecting necessary information and asset information for preparation of Form 706 and Form 1041 and coordinate with tax preparers

Profile

A successful Probate Fiduciary Accountant should have:

• Minimum three (3) years' experience as a Paralegal or Fiduciary Accountant in estate and trust administration
• Prior Experience with Form 706s and Form 1041s helpful but not required
• Proficiency in Microsoft Office, Excel and Outlook
• Ability to develop, organize and maintain electronic files
• Excellent communication skills, both verbal and written
• Exceptional organization skills and attention to details
• Able to be proactive, prioritize, multitask manage time effectively and record billable time

Job Offer

• Annual salary between $75,000 and $95,000 based on experience.
• Comprehensive benefits package inclduing health, dental, vision and 401k with a match
• 25 days of paid time off (PTO) - which raises to 30 after your first year of service.
• Thirty-seven and a half (37½) hour work week

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.