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Trust & Estate Administrator

Kaufman & Canoles
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The Kaufman & Canoles Williamsburg office is seeking a qualified Trust & Estate Administratorto oversee complex trust and estate administration and prepare related tax returns.

RESPONSIBILITIES:

  • Manage trust and estate probate administration, drafting correspondence and legal documents, prepare deeds, asset spreadsheets, probate pleadings, and review of bank statements, accountings and/or financial statements.
  • Interact with various banks and brokerage firms via telephone, email, and in-person.
  • Prepare complex estate, gift, and fiduciary income tax returns.
  • Research federal, state, and local tax laws related to client tax preparation.
  • Review estate documents for state/federal filing requirements and document provisions.
  • Provide support to various attorneys and tax preparers in department.
  • Maintain detailed and accurate daily billable hour records.

QUALIFICATIONS:

  • Bachelor’s Degree in Accounting or related field preferred.
  • Four or more years’ work experience in legal, finance or accounting. Tax preparation or trust and estate related work highly desirable.
  • CPA license, CFTA, or other related certifications preferred.
  • Proficiency in Microsoft Office with working knowledge of Excel. Experience in accounting programs and CCH ProSystem is beneficial.
  • Demonstrated exceptional mathematical aptitude and able to solve complex problems to develop a beneficial tax strategy for clients.
  • Ability to work both independently and within a team environment.
  • Proven organizational skills with ability to plan proactively.
  • Meticulous attention to detail and the ability to prepare a work product accurately, on-time, and in a cost-effective manner.
  • Ability to multi-task, prioritize competing responsibilities, and meet deadlines.
  • Ability to establish and maintain effective working relationships with clients, attorneys, co-workers, and other outside professionals.
  • Excellent oral and written communication skills.
  • Must be a self-starter and have a strong work ethic.
  • Flexible in working additional hours during tax season.

BENEFITS:

We offer competitive salary and a comprehensive benefit package. Benefits include: medical, dental, vision, life insurance, 401(k)/profit sharing, paid time off, long term and short term disability.