Fiduciary Accountant/T&E Paralegal
Murtha Cullina has an immediate opening for a Fiduciary Accountant/Paralegal in its Trust & Estates department. The Fiduciary Accountant is responsible for handling all aspects of fiduciary income tax return preparation and federal and state estate tax return preparation, in addition to probate filings, and trust and estate administration and accountings.
Essential Functions and Responsibilities:
•Preparing fiduciary income, estate, and generation–skipping transfer tax returns at the federal and state level, as well as assistance with federal and state gift tax returns;
•Preparing fiduciary accountings for trusts, estates, conservatorships and guardianships;
•Preparing and filing in court all documents required to probate Wills, including marshaling assets and arranging for valuation; maintaining checkbooks and banking records, paying bills, and computing and disbursing beneficiary distributions;
•Summarizing Wills and trust instruments;
•Completing work assignments promptly and keeping the administration of estates and trusts on track;
•Monitoring Tax Return Lists to make sure interim and final tax filing deadlines are being met; following up with legal team regarding deadlines, highlighting any issues that may have arisen;
•Participating in development and on–going implementation of estate and trust administration calendaring software.
Education, Skills and Experience:
The job of Fiduciary Accountant requires a four–year college degree and a minimum of 7 years' experience working in a trust and estate practice at a law firm, CPA firm or bank. A concentration or advanced degree in accounting is desirable (although law school coursework can serve to satisfy this as well), and a CPA license are beneficial. The job requires in–depth experience in all aspects of estate administration, including tax filings, and strong communication skills. Our Fiduciary Accountants interface directly with Firm clients, Firm attorneys at all levels and attorneys and professionals from other law firms, companies, foundations, etc. In addition, the role requires working knowledge of Excel and other software applications. Our Fiduciary Accountant consistently produce an accurate work product while managing simultaneous projects and working independently to prioritize and complete tasks on–time.