Fidutiary Accountant

Michael Page International

Naples, Florida
30+ days ago

$80,000–$100,000 Per Year
Full-time

Highlights

Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos trusts (Form 1041 and state equivalent as needed). Identify, collect, analyze, abstract, organize, maintain financial statements and spreadsheets relating to client investments; extract information for preparation of tax returns as needed.

Numbers & Facts

Location	Naples, Florida
Job Type	Full-time
Industry	Staffing/Employment Agencies
Salary	$80,000–$100,000 Per Year
Company Size	10,000 employees or more
Website	https://www.michaelpage.ca/

Description

Probate Fiduciary Accountant Opportunity

This long-standing trusts and estates firm is hiring in their Naples, FL location. This is an onsite position.

Job Description

Identify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedure
Identify, collect, analyze, abstract, organize, maintain financial statements and spreadsheets relating to client investments; extract information for preparation of tax returns as needed
Develop and maintain relationships with clients and personnel
Obtain and clarify information necessary to substantiate facts, identify documents and support legal actions
Review estate planning documents, wills and trust agreements for preparation of income tax and excise tax returns
Assist gathering asset and debt information for trusts and estates
Organize and maintain information, records and documents supporting legal actions
Assist analyzing legal proceedings to identify possible issues
Develop, implement, maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns
Prepare 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 accountings
Prepare related filings such as extensions of time to file for all accounting and returns
Address IRS notices and resolve pending tax issues
Track deadlines assuring returns and accountings are filed timely or extended when applicable

The Successful Applicant

2+ years of experience as a tax fiduciary accountant
Experience 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 Offer

Competitive salary ranging from $80,000 to $100,000.
Comprehensive benefits package including health, dental, vision, and 401k
Collaborative work environment
25 days of PTO (30 after 1 year of service).

About Company

Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world. Our business was established in Canada in 2005 when we opened our Toronto office. Our role is to work with employers and job seekers to facilitate a successful match. This can range from advising a global company on a candidate sourcing strategy to helping a job seeker find their dream job. In Canada, we focus on recruiting for the following areas: Banking and financial services Digital and e-commerce Engineering and manufacturing Finance and accounting Human resources Information technology Marketing Oil and gas Procurement and supply chain Property and construction Sales An Established Brand The Group has established a leading presence in many of the key markets for professional recruitment around the world and has positioned itself in certain other markets, which offer the opportunity for future growth. Within its current largest markets, Michael Page has also built a regional presence, including in the UK, France and Australia. Consequently, the Michael Page brand is among the most widely recognized brands in the professional recruitment industry. A Market Leader The role of a recruitment consultancy is to act as an intermediary, identifying and sourcing suitably qualified candidates on behalf of its clients. Candidates are recruited either for permanent or contract positions (typically for a fixed term) or on a temporary basis. Within the overall recruitment industry, the market for professional recruitment services is a specialist sector which has developed more recently. Michael Page is widely recognized as leading the development of this market around the world. Learn the benefits of working with Michael Page yourself. Submit your resume or contact a Michael Page recruitment consultant today.