Save Job Back to Search Job Description Summary Similar JobsStable firm with long-term career growth potentialExcellent benefits, annual raises, and 25 days of PTOAbout Our ClientThis long-standing trusts and estates firm is hiring in their Naples, FL location. This is an onsite position.Job DescriptionIdentify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedureIdentify, collect, analyze, abstract, organize, maintain financial statements and spreadsheets relating to client investments; extract information for preparation of tax returns as neededDevelop and maintain relationships with clients and personnelObtain and clarify information necessary to substantiate facts, identify documents and support legal actionsReview estate planning documents, wills and trust agreements for preparation of income tax and excise tax returnsAssist gathering asset and debt information for trusts and estatesOrganize and maintain information, records and documents supporting legal actionsAssist analyzing legal proceedings to identify possible issuesDevelop, implement, maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returnsPrepare U.S. federal and state estate tax returns (Form 706 and state equivalent as needed)Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos trusts (Form 1041 and state equivalent as needed)Prepare individual and non-profit organization U.S. tax returns (Form 1040, Form 709 and Form 5227)Prepare trust and estate probate and fiduciary accountingsPrepare related filings such as extensions of time to file for all accounting and returnsAddress IRS notices and resolve pending tax issuesTrack deadlines assuring returns and accountings are filed timely or extended when applicableMPI 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.The Successful ApplicantA successful Probate Fiduciary Accountant should have:2+ years of experience as a tax fiduciary accountantExperience with probate and fiduciary accounting processes.Strong understanding of financial regulations and compliance requirements.Excellent attention to detail and organizational skills.Effective communication and collaboration abilities.Proficiency in accounting software and tools.What's on OfferCompetitive salary ranging from $80,000 to $100,000.Comprehensive benefits package including health, dental, vision, and 401kCollaborative work environment25 days of PTO (30 after 1 year of service).Interested in growing your career with a long-standing trust and estates firm? Apply today.ContactClaire VogelQuote job refJN-022026-6949848Job summarySectorAccountingSub SectorAccountant/BookkeeperIndustryBusiness ServicesWhereNaplesContract TypePermanentConsultant nameClaire VogelJob ReferenceJN-022026-6949848
