Spherion is seeking a Fiduciary Accountant for a growing Law Firm in Naples, FL.
Responsibilities:
Identify, collect, analyze, abstract, and organize facts and documents, including wills and trust
documents.
Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets
relating to client investments.
...
Extract information for preparation of tax returns as needed.
Review estate planning documents, including wills and trust agreements, for preparation of related
income and excise tax returns.
Assist with gathering asset and debt information for estates and trusts.
Organize and maintain information, records and documents supporting legal actions.
Assist with analysis of legal proceedings to identify possible issues.
Prepare U.S. federal and state estate tax returns (Form 706 and state equivalent as needed).
Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos
trusts (Form 1041 and state equivalent as needed).
Working hours: 8:00 AM - 5:00 PM
Skills:
Experience with the preparation of fiduciary accountings
Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX, FastTax and GEMS
Knowledge of Trust and Estate procedures and trial balance sheets
Excellent communication skills, both verbal and written
Education:
Bachelors
Experience:
1-4 years
Qualifications:
Minimum two years experience as a Fiduciary Accountant or as a tax preparer working for an
accounting firm.
Degree in accounting or finance, preferred
Attach Resume and Apply Today!
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).