Fiduciary Accountant Paralegal Jobs

Senior Tax Accountant Duties: Professionally manage client relationships. Assist in training and supervising junior staff. Assist with tax planning for high net worth clients. Prepare and review corporate, individual, partnership, fiduciary ..

CPA The candidate will prepare court, estate and fiduciary accountings as well as 1041s, 1040s, 706s and 709s. The ideal candidate will also assist with planning for high-net-worth individuals and internal ..

Fiduciary Accountant The candidate will be responsible for preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..

Estate Planning Paralegal The candidate will assist attorneys with all aspects of estate planning and trust matters including drafting documents and funding trusts. Drafting of estate planning documents including Wills, Revocable ..

Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..

Paralegal Responsibilities: Set up, organize and maintain administration file. Update Estate Planning Data Form for client's review and completion. Calendar all applicable and relevant deadlines. Review and summarize existing estate planning ..

Seeking a Trusts and Estates Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices. Responsible for handling all phases of estate and trust ..

Estates And Trusts Paralegal The candidate will be responsible for: Drafting wills, trusts, advance medical directives and durable powers of attorney. Preparing asset transfer documents, such as deeds, asset assignments and ..

Fiduciary Accountant The candidate will be responsible for: Preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..

Trust Accountant The candidate is responsible for a variety of routine trust accounting and trust operational activities, including reconciliation of customer accounts and processing activities per standard procedures required in a ..

Estate Administration Paralegal The candidate's responsibilities include: Preparation of probate and administration documents; Marshaling of assets; Preparation of estate tax returns; Preparation of formal and informal accountings & receipts and releases ..

Paralegal / Practice Group Assistant – Probate and Estate Planning The candidate will coordinating administrative and legal practice tasks and projects for assigned attorneys. Calendaring meetings, conference calls, new client intake, ..

Job TitleEstate Planning AttorneyJob OverviewA well-established law firm in Murrieta, CA, is actively seeking a skilled Estate Planning Attorney with a strong background in trust and estate law. This role is ..

Tax Accountant The candidate compiles, prepares, reports, and files all federal, state, and local tax information, including but not limited to partnership income tax returns, estimates, sales and use tax, gross ..

Probate Paralegal The candidate will draft and file probate pleadings. Prepare estate and trust inventories. Track and evaluate creditor claims. Prepare interim and final estate and trust accounting. Prepare estate tax ..

Fiduciary Accountant The candidate will have an opportunity to practice in a Firm that represents a distinguished group of private and commercial clients. Must have knowledge of accounting procedures, the probate ..

Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..

Job OverviewA law firm seeks an experienced Estate Planning and Elder Law Associate Attorney in Watchung, NJ. The role involves providing clients with peace of mind regarding their estate and elder ..

Tax Accountant The candidate will keep abreast of relevant tax law developments and changes. Should have Bachelor's degree in accounting and have 5 years of relevant experience, preferably in a law ..

Job OverviewA law firm seeks an experienced estate planning attorney in Seattle, WA, to join their team and take over the practices of two senior attorneys preparing for retirement. This role ..

Paralegal - Trusts And Estates The ... to perform functions of a paralegal; understands disciplinary rules and ethical ... Prepares estate, individual income and fiduciary income tax returns taking into..

Job OverviewA law firm seeks a skilled Estate Planning Attorney in Acton, MA, with 3-5 years of experience. The successful candidate will have a strong background in estate planning, excellent communication ..

Job OverviewA law firm seeks a Trusts and Estates Associate for its Greenwich, CT office. This role offers a partnership track within a collaborative team, focusing on sophisticated estate planning and ..