Spherion Naples is seeking a Trust & Estates Tax Accountant for a prestigious Law Firm in Naples, FL. This is a direct hire placement with a full benefit package which includes medical, dental, vision, life, PTO, etc.
Responsibilities:
Document Analysis: Analyze wills, trusts, and legal documents in compliance with legal practices.
...
Financial Management: Organize financial statements and spreadsheets for tax preparation.
Client Relationship Management: Build and maintain relationships with clients, colleagues, and external personnel to obtain essential financial and legal information.
Estate Planning Review: Analyze estate planning documents, including wills and trust agreements, for tax return preparation.
Asset and Debt Collection: Gather and organize asset and debt information for estates and trusts.
Working hours: 8:00 AM - 5:00 PM
Skills:
Tax Return Preparation: Prepare federal and state tax returns, including Forms 1041, 706, 1040, 709, and 5227, for estates, trusts, individuals, and non-profit organizations.
Fiduciary Accounting: Prepare probate and fiduciary accountings for trusts and estates.Compliance and Filing: Track deadlines and file timely extensions and returns, addressing IRS notices and resolving tax issues as needed.
Systems Implementation: Develop accounting systems for managing client investments and facilitating tax preparation.
Education:
Bachelors
Experience:
1-4 years
Qualifications:
Degree in accounting or finance is required.
Minimum of 2 years as a tax Accountant or tax preparer is required.
Experience 706?s, 709?s and comfortable with reading trust documents is required.
Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX, FastTax, and GEMS.
Experience with fiduciary accounting, trust and estate procedures, and trial balance sheets.
Strong communication, attention to detail, time management, and organizational skills.
Ability to multitask and work well in a team environment.
Apply Now on this post!!
We offer weekly open interviews Mondays thru Fridays 9:30am-1:30pm
Walk-ins welcome, want to skip the wait....
Call us at 239-494-3044 or send us a text today at 239-263-2998 to schedule an interview!
We are located at:
4964 Tamiami Trail North
Naples, FL 34103
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).