Job Overview:

We are seeking a Trust & Estates Tax Accountant to join our team in the beautiful Whittier of Naples, California. This role involves analyzing legal documents, managing financial statements, and building strong client relationships.

Job Details:

The Trust & Estates Tax Accountant will be responsible for analyzing wills, trusts, and legal documents, organizing financial statements for tax preparation, and maintaining client relationships for essential financial and legal information.

Responsibilities:

• Document Analysis: Analyze wills, trusts, and legal documents in compliance with legal practices.
• Financial Management: Organize financial statements for tax preparation.
• Client Relationship Management: Build and maintain relationships with clients and colleagues.
• Estate Planning Review: Analyze estate planning documents for tax return preparation.
• Asset and Debt Collection: Gather asset and debt information for estates and trusts.

Requirements:

• Tax Return Preparation: Experience in preparing federal and state tax returns.
• Fiduciary Accounting: Ability to prepare probate and fiduciary accountings for trusts and estates.
• Compliance and Filing: Track deadlines and file timely extensions and returns.

Benefits:

• Full Benefit Package
• Medical, Dental, Vision, and Life Insurance
• Paid Time Off

Other Details:

The Trust & Estates Tax Accountant role offers the opportunity to work in a prestigious law firm in Whittier, California with a supportive team and comprehensive benefits package.

Join our team in the vibrant Whittier, California, and make a difference in the world of trust and estates tax accounting. We look forward to receiving your application!