Probate Fiduciary Accountant (Palm Beach Gardens)
3001 PGA BLVD #104 Palm Beach Gardens, FL 33410 US
Job Description
Location: Palm Beach Gardens, Florida (Office Position)
Job Description
The Probate Fiduciary Accountant is responsible for assisting with various estate, trust, and guardianship administration tasks. This role involves a range of duties and may be expanded through delegation by an Attorney or the Office Administrator.
Key Responsibilities
- Estate & Guardianship Proceedings:
- Prepare pleadings to initiate estate or guardianship court proceedings.
- Monitor and maintain files for estate, trust, and guardianship administration.
- Document Preparation & Review:
- Review estate planning, will, and trust documents.
- Prepare trust administration documents (e.g., acceptances of trustees, resignations, and declinations of trustees).
- Prepare trust and estate accounting reports.
- Communication & Coordination:
- Draft memorandums and correspondence.
- Manage communication among attorneys, clients, beneficiaries, and family members.
- Monitor trust and estate accounts, ensuring payment of monthly expenses.
- Asset & Debt Research:
- Research asset and debt information for trusts and estates.
- Prepare deeds, transfers of vehicles, brokerage accounts, and distributions to beneficiaries.
- Tax & Legal Support:
- Assemble documents for estate and trust tax returns (e.g., estate tax, income tax, and gift tax returns).
- Collaborate with the team on tax return preparation.
- Conduct estate and guardianship legal research.
- Locate beneficiaries of trusts or estates when necessary.
- Qualifications & Compensation
- High school diploma or GED required.
- Degree in Business Administration preferred.
- Minimum of three (3) years of Paralegal experience.
- Experience in probate, trust administration, and estate settlement matters.
- Proficiency in Microsoft Office, Excel, and Outlook.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to prioritize tasks, multitask effectively, and manage time efficiently.
- Team player with a collaborative attitude.
- Salary: $60,000.00 - $80,000.00 (Dependent on experience).
- Competitive benefits package.
- Exempt role (not eligible for overtime).
- Paid Time Off (PTO): 25 days in the first year, 30 days thereafter.
- Work schedule: 37½ hours per week.
Meet Your Recruiter
Kenny Pilanski
Regional Director
Kenny is a graduate from Quinnipiac University where he received his degree in Industrial Organizational Psychology. He has been with TPG since November 2015 and initially got into recruiting through a friend from college and never looked back. When he is not in the office you can find him fishing, golfing, or hanging out with his girlfriend and dog Foxy.