Paralegal/Fiduciary Accountant

Responsibilities

• Prepare and file Federal and state estate, gift, and fiduciary income tax returns
• Prepare estate and trust accountings and informational returns for tax-exempt entities
• Perform estate and gift tax planning, including actuarial and interest computations
• Maintain and update estate and trust accounts and tax records
• Respond to audit inquiries from the IRS and state tax agencies
• Assist with estate administration tasks, including probate filings, inventories, and asset distribution

Requirements

• 3+ years of experience in a trust and estate practice at a law firm, CPA firm, or bank
• Bachelor's Degree or a paralegal certificate
• Strong oral and written communication skills
• Ability to organize, prioritize, and multi-task under pressure to meet deadlines
• Ability to establish rapport with attorneys, clients, and staff

Preferred Qualifications

• Certified Public Accountant (CPA) license
• Enrolled Agent designation

About the Company

Taft Stettinius & Hollister LLP is a full-service law firm with more than 1,250 attorneys and over 2,000 team members. We utilize a collaborative approach and advanced technological resources to help our clients succeed across a wide range of legal services.