Fiduciary Accountant

Naples, FL 34103

Job Type: Accounting Job Number: 7334 Salary Range: $70,000 - $90,000

Job Description

Our client is seeking 2 Fiduciary Accountants to join their Naples team! 

Responsibilities:
  • Identify, gather, analyze, abstract, and organize legal documents such as wills and trust agreements in compliance with legal standards.
  • Collect, analyze, and maintain financial statements and spreadsheets related to client investments; extract information for tax return preparation as required.
  • Foster and maintain client relationships both to clarify information, gather supporting documents, and assist in legal proceedings.
  • Review estate planning documents, wills, and trust agreements to facilitate the preparation of income tax and excise tax returns.
  • Assist in compiling asset and debt information for trusts and estates.
  • Organize and maintain records, information, and documents crucial to legal proceedings.
  • Analyze legal proceedings to identify potential issues.
  • Develop, implement, and maintain tracking and accounting systems for client investments to facilitate the preparation of U.S. trust tax returns.
  • Prepare U.S. federal and state estate tax returns (Form 706 and state equivalents).
  • Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary, and inter vivos trusts (Form 1041 and state equivalents).
  • Prepare U.S. tax returns for individuals and non-profit organizations (Form 1040, Form 709, and Form 5227).
  • Compile probate and fiduciary accountings for trusts and estates.
  • Prepare necessary filings, including extensions of time, for all accountings and tax returns.
  • Address IRS notices and resolve outstanding tax issues.
  • Monitor deadlines to ensure timely filing or extension of returns and accountings.
  • Experience with the preparation of fiduciary accountings
Qualifications:
  • Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX, FastTax and GEMS
  • Knowledge of trust and estate procedures and trial balance sheets
  • Degree in accounting or finance, preferred
  • Minimum two (2) years’ experience as a Fiduciary Accountant or tax preparer 
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
 

Meet Your Recruiter

Kaitlyn Vieira
Senior Principal Recruiter

Apply Online Apply with LinkedIn Apply with Facebook Apply with X

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Naples, FL

Embrace new beginnings in Naples, Florida! Dive into our job listings to discover exciting career opportunities in this vibrant coastal city. Naples beckons with its pristine beaches, upscale shopping destinations like Fifth Avenue South and Waterside Shops, and a thriving arts scene with venues like the Artis-Naples cultural center. Indulge in the local cuisine featuring fresh seafood and farm-to-table dining options. With a rich cultural heritage, proximity to the Everglades, and renowned golf courses, moving your career to Naples means enjoying a mix of work and play like no other. Explore job opportunities in Naples today and unlock a world of possibilities!

Testimonials

View All