Trusts and Estates/Tax Accountant

  • Location
    Washington, District Of Columbia
  • Category:
    Accounting & Finance - Accountant - General
  • Job Type:
    Direct Hire
  • Job reference:

We are excited to partner with our legal team in helping a well-established and growing law firm in the DC Metro area who are in search of a paralegal/accountant with experience in accounting related to trusts and estates to join their team.  They will train an accountant or individual who has worked in financial services or public accounting who has some of the relevant experience below.  This is an awesome opportunity to bring your accounting/finance knowledge to the legal industry.  If you have strong communication skills and the desire to learn apply here. 

Responsibilities include:

  • Prepare and file probate documents for estates
  • Prepare and record deeds.
  • Coordinate appropriate valuation of assets.
  • Assist attorneys with the preparation and filing of estate tax returns.
  • Administration of trusts to include preparation of accounting, payment of expenses and filing tax returns.
  • Desired qualifications:

  • At least 2 years of experience in accounting firm or financial institution or law firm.
  • Experience administrating trusts and estates in either legal or accounting capacity.
  • Willingness to be trained in trusts and estates.
  • Strong Windows 10 and MS office skills, proficiency in Excel and experience with tax preparation software a plus.
  • Strong communication skills and demonstrated collaboration with clients, partners or other professionals.