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. The firm offers excellect long-term stability, annual raises, 25 days of PTO to start, and outstanding benefits coverage.Job DescriptionPrepare probate pleadings from initial opening through conclusionMonitor and maintain electronic and physical files for all aspects of estate administration and trust administrationPrepare 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 beneficiariesPrepare formal and informal trust and estate accountingsDraft memorandums and correspondences regarding estate and trust administration issuesCommunicate with attorneys, accountants, clients, beneficiaries and courtsResearch asset and debt information for trusts and estatesPrepare and assist with, transfer of vehicles, financial accounts and distributions and/or funding of assets to beneficiaries and/or successor trustsPrepare Employer Identification Number forms for IRS and obtain EINsAssist with collecting necessary information and asset information for preparation of Form 706 and Form 1041 and coordinate with tax preparersMPI 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:Minimum three (3) years' experience as a Paralegal or Fiduciary Accountant in estate and trust administrationPrior Experience with Form 706s and Form 1041s helpful but not requiredProficiency in Microsoft Office, Excel and OutlookAbility to develop, organize and maintain electronic filesExcellent communication skills, both verbal and writtenExceptional organization skills and attention to detailsAble to be proactive, prioritize, multitask manage time effectively and record billable timeWhat'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.Thirty-seven and a half (37½) hour work weekInterested 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
