**MEMBERS ONLY**SIGN UP NOW***. brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have the best **MEMBERS ONLY**SIGN UP NOW***. positions, but we also have the most.
Fiduciary Accountant/Paralegal The candidate will handle all aspects of trust and estate administration and tax preparations and filings. Prepare and file in a court all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking records, paying bills, and computing and disbursing beneficiary distributions. Read and interpret Wills and trust instruments. Prepare and file all documents required to probate Wills; prepare receipt and release agreements, disclaimers, affidavits, accounting petitions; handle issuance and revocation of letters and other miscellaneous proceedings; income, estate, gift, and, eventually, generation-skipping transfer tax returns at the federal and state level; fiduciary accountings and returns for trusts, estates, and guardianships. Complete work assignments promptly and keep the Estate Administration process on track by meeting internal benchmark deadlines as the Estate moves toward a final resolution. Work with PCS Administrative Partner to develop a list of gift tax returns and income tax returns prepared and reviewed by Stroock. Monitor the Tax Return Lists / PCS Work Calendar / Estate Works to make sure interim and final tax filing deadlines are being met; follow up with PCS paralegals and attorneys regarding deadlines, highlighting any issues that may have arisen. Participate in the development and ongoing implementation of Estate Works, the estate administration calendaring software.
The candidate must have a four-year college degree and 7 years of experience working in a complex trust and estate practice at a law firm, CPA firm, or bank; concentration or advanced degree in accounting is generally required (although law school coursework can serve to satisfy this as well) and a CPA license is beneficial; in-depth experience in all aspects of estate administration, estate accountings, and tax filings; strong communication skills; advanced knowledge of Excel and other software applications used in Estate planning and tax preparation. Must be able to successfully interface with Firm clients, partners, and associates as well as attorneys and professionals from other law firms, companies, foundations, etc.; work frequently done with tight deadlines, the PCS Fiduciary Accountant must consistently produce an accurate work product while managing simultaneous projects and working independently to prioritize and complete tasks on-time.
