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    2 jobs found for Tax in Naples, Florida

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      • Naples, Florida
      • Permanent
      • $75,000 - $80,000 per year
      • 8:00 AM - 5:00 PM
      Spherion has partnered with a rapidly growing law firm seeking an experienced Probate Paralegal to join their Naples team. This Paralegal role requires experience in handling probate and trust administration processes. This is an immediate direct hire opportunity with a competitive compensation (DOE) + benefits package!Responsibilities:- Prepare pleadings to file with the court to initiate an estate or guardianship proceeding- Monitor and maintain the estate administration, trust administration and guardianship files- Review estate planning documents, including the Will and Trust documents- Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc- Prepare memorandums and correspondence- Conference with attorneys, clients, beneficiaries and family members- Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust- Gather information regarding the assets and debts of an estate and/or trust- Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,- Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns- Legal research regarding issues with an estate or guardianship- Locate beneficiaries of an estate or trust, if necessaryWorking hours: 8:00 AM - 5:00 PMSkills:-The ability to meet deadlines and work well under pressure -Strong computer proficiencyEducation:High SchoolExperience:1-4 yearsQualifications:- Minimum of 3 years practical experience in probate and estate settlement. - Experience within the State of Florida highly preferred however open to candidates relocating to the Naples area with required experience. Please apply with a current for immediate consideration by a member of our Professional Services recruiting team.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. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      Spherion has partnered with a rapidly growing law firm seeking an experienced Probate Paralegal to join their Naples team. This Paralegal role requires experience in handling probate and trust administration processes. This is an immediate direct hire opportunity with a competitive compensation (DOE) + benefits package!Responsibilities:- Prepare pleadings to file with the court to initiate an estate or guardianship proceeding- Monitor and maintain the estate administration, trust administration and guardianship files- Review estate planning documents, including the Will and Trust documents- Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc- Prepare memorandums and correspondence- Conference with attorneys, clients, beneficiaries and family members- Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust- Gather information regarding the assets and debts of an estate and/or trust- Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,- Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns- Legal research regarding issues with an estate or guardianship- Locate beneficiaries of an estate or trust, if necessaryWorking hours: 8:00 AM - 5:00 PMSkills:-The ability to meet deadlines and work well under pressure -Strong computer proficiencyEducation:High SchoolExperience:1-4 yearsQualifications:- Minimum of 3 years practical experience in probate and estate settlement. - Experience within the State of Florida highly preferred however open to candidates relocating to the Naples area with required experience. Please apply with a current for immediate consideration by a member of our Professional Services recruiting team.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. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      • Naples, Florida
      • Permanent
      • $70,000 - $80,000 per year
      • 8:00 AM - 5:00 PM
      Spherion Staffing has been tasked by a well established Naples law firm to source for a direct hire Fiduciary Accountant.Responsibilities:- Identifies, collects, analyzes, abstracts, organizes and maintains facts and documents in accordance with correct legal practice and procedure- Identifies, collects, analyzes, abstracts, organizes and maintains financial statements and spreadsheets related to client investments- Develops and maintains working relationships with clients and personnel both inside and outside the firm to obtain and clarify information needed to substantiate facts, identify documents and otherwise support legal actions- Develops, implements and maintains tracking and accounting systems for sophisticated client investments to facilitate preparation of U.S. trust tax returns- Organizes and maintains information, facts, records and other documents necessary to support legal actions- Assists in analysis of legal proceedings to identify problems, needs and procedures- Prepare federal and state death tax returns- Prepare federal and state income tax returns for decedent's estates, testamentary and inter-vivos trusts- Prepare individual, fiduciary, partnership and non-profit organization tax returns- Prepare gift tax returns- Prepare estate and trust probate accountings- Prepare related filings, planning and analysis for all accountings and returns- Trust and estate administration- Verbal and written communications with clients, trustees, banks, etc.- Track due dates and see that returns and accountings are filed timely or extended where applicableWorking hours: 8:00 AM - 5:00 PMSkills:--Knowledge of accounting and trust procedures--Knowledge of individual, partnership and corporate balance sheets--Knowledge of the legal functions used in the processing of trusts and estates--Ability to develop, organize and maintain electronic data collection--Ability to effectively manage case materials--Proficient in MS ExcelEducation:BachelorsExperience:4-7 yearsQualifications:Bachelor's Degree in Accounting3+ years experience in Estates Trust AccountingKnowledge of accounting and trust proceduresKnowledge of individual, partnership and corporate balance sheetsKnowledge of the legal functions used in the processing of trusts and estatesAbility to develop, organize and maintain electronic data collectionAbility to effectively manage case materialsProficient in MS Excel Please apply with a current resume for immediate consideration by a member of our Professional Services recruiting team.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. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      Spherion Staffing has been tasked by a well established Naples law firm to source for a direct hire Fiduciary Accountant.Responsibilities:- Identifies, collects, analyzes, abstracts, organizes and maintains facts and documents in accordance with correct legal practice and procedure- Identifies, collects, analyzes, abstracts, organizes and maintains financial statements and spreadsheets related to client investments- Develops and maintains working relationships with clients and personnel both inside and outside the firm to obtain and clarify information needed to substantiate facts, identify documents and otherwise support legal actions- Develops, implements and maintains tracking and accounting systems for sophisticated client investments to facilitate preparation of U.S. trust tax returns- Organizes and maintains information, facts, records and other documents necessary to support legal actions- Assists in analysis of legal proceedings to identify problems, needs and procedures- Prepare federal and state death tax returns- Prepare federal and state income tax returns for decedent's estates, testamentary and inter-vivos trusts- Prepare individual, fiduciary, partnership and non-profit organization tax returns- Prepare gift tax returns- Prepare estate and trust probate accountings- Prepare related filings, planning and analysis for all accountings and returns- Trust and estate administration- Verbal and written communications with clients, trustees, banks, etc.- Track due dates and see that returns and accountings are filed timely or extended where applicableWorking hours: 8:00 AM - 5:00 PMSkills:--Knowledge of accounting and trust procedures--Knowledge of individual, partnership and corporate balance sheets--Knowledge of the legal functions used in the processing of trusts and estates--Ability to develop, organize and maintain electronic data collection--Ability to effectively manage case materials--Proficient in MS ExcelEducation:BachelorsExperience:4-7 yearsQualifications:Bachelor's Degree in Accounting3+ years experience in Estates Trust AccountingKnowledge of accounting and trust proceduresKnowledge of individual, partnership and corporate balance sheetsKnowledge of the legal functions used in the processing of trusts and estatesAbility to develop, organize and maintain electronic data collectionAbility to effectively manage case materialsProficient in MS Excel Please apply with a current resume for immediate consideration by a member of our Professional Services recruiting team.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. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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