TRUSTPOINT.ONE IS PLEASED TO PARTNER WITH AN AMLAW 200 LAW FIRM IN ITS SEARCH FOR AN EXPERIENCED ESTATE/FIDUCIARY ACCOUNTANT TO JOIN THEIR COLLABORATIVE AND RESPECTED TEAM IN THE NAPLES, FLORIDA OFFICE.

This is an excellent opportunity for an accounting professional who enjoys applying their financial expertise in a sophisticated legal environment, particularly in the areas of estate, trust, and fiduciary work.

POSITION OVERVIEW – ESTATE/FIDUCIARY ACCOUNTANT (NAPLES, FL):

The Estate/Fiduciary Accountant will play a key role in supporting attorneys and clients with the preparation and review of estate, gift, and fiduciary income tax returns. This position involves hands-on work with trust and estate administration, as well as maintaining accurate accounting records and responding to inquiries from tax authorities.

QUALIFICATIONS:

• CPA or Enrolled Agent designation required
• Minimum of 3 years’ experience in a trust and estate practice at a law firm, CPA firm, or financial institution
• Bachelor’s degree preferred
• Strong written and verbal communication skills
• Ability to work independently, prioritize tasks, and manage deadlines in a fast-paced legal setting
• Professional demeanor and ability to develop strong working relationships with attorneys, clients, and colleagues

• Prepare and file Federal and state estate tax and gift tax returns
• Prepare and file Federal and state fiduciary income tax returns
• Prepare estate and trust accountings
• Handle informational returns for tax-exempt entities
• Assist with estate and gift tax planning, including actuarial and interest computations (e.g., QPRTs, GRATs, CRATs, CLUTs)
• Maintain and update estate and trust accounts and tax records
• Respond to audit inquiries from the IRS and state tax agencies
• Support attorneys with estate administration tasks, including probate filings, inventories, asset collection, and distributions to beneficiaries
• Other duties, as needed