Save Job Back to Search Job Description Summary Similar JobsIncredibly stable firm with long-term career growth potentialExcellent benefits package, annual raises, and 25 days ot PTOAbout Our ClientThis 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.Job DescriptionPrepare pleadings initiating an estate or guardianship court proceedingMonitor and maintain files for estate administration, trust administration and guardianshipReview estate planning, will and trust documentsPrepare trust administration documents (i.e., acceptances of trustees, resignations and declinations of trustees)Prepare trust and estate accountingDraft memorandums and correspondenceManage communication amongst Attorneys, clients, beneficiaries and family membersMonitor trust and estate accounts, including payment of monthly expenses of an trust or estateResearch asset and debt information for trusts and estatesPrepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of assets to beneficiariesAssemble necessary documents for a trust and estate administration tax return (i.e., estate tax, income tax and gift tax returns)Collaborate on preparation of tax returnsEstate and guardianship legal research pertaining to issuesLocate beneficiaries of trust or estate, when necessaryMPI 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:3+ years of experience as a paralegal or Tax Fidutiary accountantExperience with probate and trust accounting practices.Strong knowledge of applicable laws and regulations.Excellent attention to detail and organizational skills.Proficiency in accounting software and Microsoft Excel.Effective communication and interpersonal skills.Ability to work independently and meet deadlines.What's on OfferAnnual salary between $75,000 and $95,000 based on experience.Comprehensive benefits package inclduing health, dental, vision and 401k with a match25 days of paid time off (PTO) - which raises to 30 after your first year of service.Interested in growing your career with a top ranked trust and estates firm? Apply today.ContactClaire VogelQuote job refJN-082026-7080895Job summarySectorAccountingSub SectorAccountant/BookkeeperIndustryBusiness ServicesWherePalm Beach GardensContract TypePermanentConsultant nameClaire VogelJob ReferenceJN-082026-7080895
