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Organization TypeLaw Firm
Years of Experience
ProfileTrust 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.
Send cover letter and resume. Job ID: 40176973
Jodi L. Bosak
Manager of Legal Personnel and Recruiting
Hahn Loeser & Parks LLP.
5811 Pelican Bay Boulevard
Naples, FL 34108
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.