Description • Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.

• Maintain financial records of trusts; perform trust accounting; audit accounts.

• Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.

• Obtain and reconcile 1099 and K-1statements.

• Irrevocable trust funding and administration (post death).

• Probate administration, including drafting of probate pleadings.

• Maintain close personal contact with clients and financial advisors.

• Provide family office services for high net worth clients.

• Meet annual billable hour requirement of 1600 hours.

• Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.

• Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.

• Comply with firm policies.

• Sustain attention to detail and quality of work.

Excellent Benefits Requirements Estate Tax, Trusts and Estates, Trust accounting, Fiduciary Income Tax Return, Ledger Reconciliations, Probate & Estate Administration, Probate & Estate Administration

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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