Paralegal/Fiduciary Accountant
About this role
About the Role
The Paralegal/Fiduciary Accountant applies fiduciary accounting principles to review and analyze financial information and prepare income, estate, and gift tax returns. Based in the Denver office, you will support estate administration and tax planning while working with attorneys and clients. What You'll Do
- Prepares and files Federal and state estate tax and gift tax returns
- Prepares and files Federal and state fiduciary income tax returns
- Prepares estate and trust accountings
- Prepares informational returns for tax exempt entities
- Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
- Maintains and updates estate and trust accounts and records (tax information)
- Responds to IRS and state tax agency audit inquiries
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