Are you a detail oriented professional with a passion for financial accuracy and a heart for helping families navigate complex life transitions? Spherion Naples is seeking a dedicated Probate Fiduciary Accountant to join a prestigious local legal team right here in Naples, Florida. This is a meaningful opportunity to provide essential support in estate and trust administration, ensuring that every detail is handled with care and precision. If you thrive in a collaborative environment where your expertise directly helps others get to a better place, we want to meet you!
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Responsibilities:
In this role, you will be a vital link between attorneys, clients, and beneficiaries. You will manage the heart of the estate process, from preparing court pleadings and trust accountings to researching assets and coordinating distributions. This position offers a professional atmosphere with a 37.5 hour work week and a competitive compensation package, allowing you to build a rewarding career while maintaining a healthy work life balance.
Prepare essential pleadings to initiate estate or guardianship court proceedings.
Monitor and maintain comprehensive files for estate, trust, and guardianship administration.
Review complex estate planning, will, and trust documents for accuracy.
Prepare detailed trust and estate accountings and manage monthly expense payments.
Facilitate clear communication among attorneys, clients, beneficiaries, and family members.
Research asset and debt information and prepare documents for the transfer of assets to beneficiaries.
Assemble documentation for and collaborate on the preparation of estate, income, and gift tax returns.
Working hours: 8:00 AM - 5:00 PM
Skills:
A degree in business administration is preferred.
Excellent verbal and written communication skills.
Ability to organize and maintain electronic data collection systems.
Education:
Bachelors
Experience:
1-4 years
Qualifications:
Minimum of three years of experience as a Paralegal or Tax Fiduciary Accountant.
Specific experience in probate, trust administration, and estate settlement.
Proficiency in Microsoft Office, specifically Excel and Outlook.
Exceptional organizational skills and high attention to detail.
Ability to prioritize, multitask, and manage time effectively in a professional setting.
Benefits: Competitive benefits package and 25 days of PTO in your first year.
Apply Now on this post!!
We offer weekly open interviews Mondays thru Fridays 9:30am-12noon and then 1pm-2:30pm
Walk-ins welcome, want to skip the wait...
Call us at 239-494-3044 or send us a text today to schedule an interview! We are located at:
4964 Tamiami Trail North
Naples, FL 34103
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).