About this role
Job title: Paralegal/Fiduciary Accountant
About the Role Taft is seeking an experienced Paralegal/Fiduciary Accountant to join our Denver and Detroit offices. This role applies fiduciary accounting principles to review and analyze financial information and prepare income, estate, and gift tax returns. The position also supports estate administration and tax planning for fiduciary matters.
What You'll Do
- 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
What We're Looking For
- 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
Nice to Have
- CPA or Enrolled Agent designation
- Experience working in a trust and estate practice at a law firm, CPA firm, or bank