Fiduciary Accountant

Profile

Fiduciary Accountant

The candidate will be preparing and filing in court all documents required to probate wills, including coordinating assets and arranging for valuation; maintaining checkbook and banking records, paying bills, and computing and disbursing beneficiary distributions. Reviewing wills and trust instruments to prepare and file necessary documents required to probate wills. Preparing receipt and release agreements, disclaimers, affidavits, and accounting petitions. Preparing income, estate, and gift tax returns at the federal and state level. Prepare fiduciary inventories, accountings, and returns for trusts, estates, and guardianships. Completing work assignments promptly, being proactive to upcoming filing deadlines, and meeting necessary deadlines as the estate moves toward final resolution. Working with attorneys and paralegals to develop a list of gift tax returns and income tax returns for preparation and review and consistently following up with team members to provide superior client service.

Additional Information

Send CV.

Company info

Hahn Loeser & Parks LLP.
Jodi L. Bosak
5811 Pelican Bay Boulevard Suite 650
Naples
Florida
United States 34108
Website : http://www.hahnlaw.com