Estate/Fiduciary Accountant
At Taft, we work as one team, driven and committed to helping our clients succeed. A full-service law firm with more than 1,000 attorneys and approximately 1,775 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm.
Taft is seeking an experienced Estate/Fiduciary Accountant to join our dynamic team of legal professionals in our Denver and Naples offices.
Summary:
The Estate/Fiduciary Accountant applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns.
Responsibilities:
- Prepares and files Federal and state estate tax and gift tax returns
- Prepares and files Federal and state fiduciary income tax returns
- Prepares estate and trust accountings
- Prepares informational returns for tax exempt entities
- Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
- Maintains and updates estate and trust accounts and records (tax information)
- Responds to IRS and state tax agency audit inquiries
- Assists with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries
Minimum Qualifications:
- Certified Public Accountant (CPA) License or Enrolled Agent
- 3+ years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
- Bachelor’s Degree preferred
- Ability to communicate effectively, both orally and in writing
- Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
- Ability to establish good rapport with attorneys, clients, and other staff
Candidates interested in Denver should apply here.
Candidates interested in Naples should apply here.