Taft Stettinius & Hollister LLP
Paralegal/Fiduciary Accountant
Taft Stettinius & Hollister LLP, Denver, Colorado, United States, 80285
Taft is seeking an experienced Paralegal/Fiduciary Accountant to join our dynamic team of legal professionals in our Denver and Naples 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 Naples should apply
here .
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.
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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 Naples should apply
here .
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.
#J-18808-Ljbffr