Tax Accountant

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 is seeking a detail-oriented Probate Fiduciary Accountant to join a dynamic team in Palm Beach Gardens. In this rewarding direct-hire role, you will oversee end-to-end estate and trust administration, handle essential fiduciary accounting, and foster collaborative relationships across legal teams and client families.

As a Probate Fiduciary Accountant, you will play an integral role in guiding estates and trusts from initiation through final settlement. You will maintain complete administration files, conduct financial and legal research, prepare accounting reports, and assist in tax preparation, ensuring seamless, accurate, and compassionate execution of fiduciary duties.

Key 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.

Required 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.

Preferred Qualifications

• Bachelor’s degree in Business Administration or a related field.
• Salary: $75,000.00 – $95,000.00 per year (commensurate with experience)
• Paid Time Off (PTO): 25 days in your first year, increasing to 30 days on your first anniversary
• Benefits: Competitive health and benefits package