Behavioral Scientist

EXPERIENCED FIDUCIARY TAX ACCOUNTANT

Overview

Are you a paralegal or fiduciary tax accountant working with trusts and estates? Our client is seeking full-time Experienced Fiduciary Tax Accountants with a Bachelors or Masters Degree in Accounting, as well as extensive knowledge of Trusts & Estates practices for their Naples and Bonita Springs, Florida offices. To be successful in this role, general knowledge of law firm practice and procedure is required.

• Identify, collect, analyze, extract, organize, and maintain:
  
• Facts and documents in accordance with correct legal practices and procedures
  
• Financial statements and spreadsheets related to client investments
  
• Develop, organize, and maintain:
  
• Working relationships with clients and personnel, both internal and external
  
• Tracking and accounting systems for sophisticated client investments to facilitate the preparation of U.S. trust tax returns
  
• Information, facts, records, and other documents necessary to support legal actions
  
• Prepare:
  
• Federal and state death tax returns, as well as income tax returns for descendants estates, testamentary, and inter vivos trusts
  
• Individual, fiduciary, partnership, and non-profit organization tax returns
  
• Gift tax returns
  
• Estate and trust probate accountings
  
• Related filings, planning, and analysis for all accountings and returns
  
• Assist in the analysis of legal proceedings to identify problems, needs and procedures
  
• Administration of trusts and estates
  
• Verbal and written communication with clients, trustees, banks, and other parties
  
• Track due dates, file returns and accountings in a timely manner, or extend returns and accountings where applicable
  

Requirements

• Bachelors or Masters Degree in Accounting
• Knowledge of the following:
  
• Accounting and trust procedures
  
• Individual, partnership, and corporate balance sheets
  
• Legal functions used in the processing of trusts and estates
  
• Ability to develop, organize, maintain, and effectively manage electronic data collection and case materials
  
• Proficiency in MS Excel
  

Benefits

• Group medical, dental, vision, flexible spending accounts, life, accidental death and dismemberment, supplemental life, short-term and long-term disability insurance, eligible the first of the month following one full month of employment
  
• PTO including the following:
  
• Up to a total of 15 days of paid vacation per calendar year
  
• Up to 3 personal days per calendar year
  
• Up to 7 sick days per calendar year
  
• 9 paid holidays and the choice of 2 paid floating holidays