Estate Administration Cpa/paralegal

Min 5 yrs required

Full-time

No

Estate Administration CPA/Paralegal The candidate will be reviewing client estate planning documents for post-death administration of estates and trusts. Preparing trust and will summaries, inventories, accountings and spreadsheets. Preparing federal and state estate tax returns, gift tax returns and fiduciary income tax returns. Preparing client memos and correspondence. Funding marital and family trusts. Bachelor’s degree in Accounting is required. Should have 5+ years of recent public accounting tax experience encompassing progressive scope and responsibilities. CPA License or on track to obtain CPA is needed. Experience preparing IRS forms 706, 709, 1040, 1120, 1120S, 1065 and 1041 is preferred. Proficiency with Microsoft applications including Outlook, Word, and Excel is needed. Strong verbal and written communication skills are essential.

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