Briggs and Morgan, P.A. (now Taft Law) · 2 months ago
Paralegal/Fiduciary Accountant
Southfield, MA
Full-time
Onsite
Mid Level
3+ years expTaft Law is a full-service law firm with a collaborative approach and advanced resources, seeking an experienced Paralegal/Fiduciary Accountant to join their team. The role involves applying fiduciary accounting principles to review financial information and prepare tax returns.
Consulting
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
Qualification
Required
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
Preferred
Certified Public Accountant (CPA) License or Enrolled Agent designation a plus
Company
Briggs and Morgan, P.A. (now Taft Law)
Briggs and Morgan has combined with Taft Law (http://www.linkedin.com/company/taftlaw).
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-01-01Acquired
Leadership Team
Joseph kinning
Partner
Company data provided by crunchbase