Job Details

Trust Accountant / Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 4 yrs required


Naples, FL

Posted on

Mar 30,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Trust Accountant / Paralegal The candidate will work closely with attorneys and paralegals. Will be responsible for trust and estate/probate accountings and filings, and working directly with attorneys and paralegals on all accounting and tax filings for high net worth clients. Must have a Bachelor’s degree , preferably in accounting, and a 4 years of experience as a fiduciary or trust accountant with experience in preparing accounting and income tax returns, especially fiduciary income tax returns. Experience in preparing gift and estate tax returns is a plus.Have familiarity with the GEMS accounting software and the CCH ProSystems tax preparation software is also a plus. Must have excellent written and oral communication, organizational and prioritization skills, as well as the ability to work independently and exercise exceptional professional judgment. Should be able to work with clients, attorneys, paralegals, and staff throughout the firm. CPAs, accountants, and those with fiduciary experience at banks or trust companies are preferred.

Additional info

Send cover letter and resume. Job ID: 40176973

Company info

Jodi L. Bosak
Manager of Legal Personnel and Recruiting
Hahn Loeser & Parks LLP.
5811 Pelican Bay Boulevard
Suite 650
Naples, FL 34108


"Good for Work-Life Balance, but a Bit of a Dramatic Office"

Current Employee - Reviewed on December 16, 2017

I appreciate the way you allow people to have a life outside of work, but understand that they also have to engage in some networking that can make the required work hours more like that of most firms - make this kind of networking easier on people so they can maintain this sense of balance. Don't let people's personal traits interfere in how decisions are applied to them.

Pros : Above-average commitment to work-life balance, demonstrated by opportunities for remote working. Hasn't totally lost sight of the ""small firm feel"" - mostly pleasant vibes in general.
Cons : It seems like too many decisions are influenced by ""office politics"", yet at the same time, the firm does not make it sufficiently easy for you to perform certain kinds of client-based networking. This makes it a little difficult to find a good niche where you can live up to your potential.
Current or former employee? : Current Employee

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