Job Details

Accountant Paralegal

Company name

CliftonLarsonAllen

Organization Type

In-House

Job Type

Legal Staff

Date Last Verified

Aug 15,2018

Posted on

Jul 20,2018

Years of Experience

Min 2 yrs required

Location

Indianapolis, IN
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Accountant – Paralegal The candidate will prepare and go-to person for other prepare for forms 706 and 1041 and decedent’s final individual income tax returns. Will collect, maintain and monitor client data bases to support tax work. Assist with business development in the estate and trust area. Provide administrative support in private tax, estate and trust industry team and other areas as requested. Associates degree in accounting or related field or paralegal certification is needed. Should have 2+ years of experience in a role providing client services for private tax, estate and trust clients including tax return preparation and gathering and monitoring client data. Proficiency and aptitude for applicable software (Microsoft Excel, Word, Outlook, tax software and other business systems) is needed. Excellent interpersonal skills are needed.

Company info

Hiring Coordinator
CliftonLarsonAllen
9365 Counselors Row
Suite 200
Indianapolis, IN 46240-6418

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