Job Description

A well-established and highly respected law firm seeks an experienced Trust & Estate Enrolled Agent to manage a diverse caseload with established clients within the firm’s Trust & Estate practice. The successful hire will provide essential support in tax preparation, estate and trust administration, and client service while exercising a commitment to client satisfaction, and the ability to work collaboratively within a legal environment.

Responsibilities:

• Prepare and file fiduciary income tax returns (Form 1041)
• Assist attorneys and paralegals in the administration of probate, trusts, and estates, ensuring compliance with all applicable regulations
• Draft and prepare inheritance, estate (Form 706), and gift tax returns.
• Develop and maintain fiduciary accounting
• Serve as a key point of contact for clients, delivering exceptional service and addressing their inquiries with professionalism and empathy
• Collaborate with attorneys and other team members to ensure the efficient and effective management of client matters
• Maintain a high level of accuracy and attention to detail in all work deliverables

Qualifications:

• 3+ years of experience in preparing complex tax returns, with a focus on fiduciary returns
• 3+ years of experience in fiduciary accounting is highly preferred
• Bachelor's degree and/or paralegal certificate
• Prior experience with trust and estate administration and planning is preferred
• Prior experience working in a legal setting preferred
• Exceptional attention to detail and commitment to producing high-quality work

If you have the above experience, please apply now. This is a critical role and interviews will be scheduled asap.