Paralegal/Fiduciary Accountant

Taft is seeking an experienced Paralegal/Fiduciary Accountant to join our dynamic team of legal professionals in our Denver and Detroit offices.

Summary:

The Paralegal/Fiduciary Accountant applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns.

Responsibilities:

• Prepares and files Federal and state estate tax and gift tax returns
• Prepares and files Federal and state fiduciary income tax returns
• Prepares estate and trust accountings
• Prepares informational returns for tax exempt entities
• Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
• Maintains and updates estate and trust accounts and records (tax information)
• Responds to IRS and state tax agency audit inquiries
• Assists with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries

Minimum Qualifications:

• Certified Public Accountant (CPA) License or Enrolled Agent designation a plus
• 3+years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
• Bachelor's Degree or paralegal certificate strongly desired
• Ability to communicate effectively, both orally and in writing
• Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
• Ability to establish good rapport with attorneys, clients, and other staff

Candidates interested in Denver should apply here.

Candidates interested in Detroit should apply here.

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Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.