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Robert Half Estate & Trust Tax Professional in CLEVELAND, Ohio

Description

Robert Half is seeking talented candidates to fill a direct-hire role with our downtown law firm client. Great culture, benefits and growth! Apply today for immediate consideration.

  • Assist with prep of Federal Estate Tax Returns (Form 706), Federal Gift Tax Returns (Form 709), Federal Estate & Trust Income Tax Returns (Form 1041)

  • Coordinate with accountants and attorneys to provide information for preparation of income tax returns

  • Preparation of Forms SS-4 and obtaining taxpayer identification numbers for estates and trusts

  • Assist with tax authority audit responses

  • Prepare trust reports and trust accountings, notices of trust and Crummey notices.

  • Assist with gathering asset information including obtaining valuations of assets and retitling and processing assets

  • Maintain accounts including but not limited to payment of expenses and check registers for fiduciaries

  • Assist attorneys with the administration of decedent’s trusts and estates: calendar deadlines and notice of hearings

  • Prepare deeds and supporting documents to transfer title to real property to trusts or LLCs

  • Coordinate distributions to beneficiaries including calculation of distribution of assets, preparation of receipts, waivers and consents

  • Prepare and file probate court documents: initial documents, inventories, accountings, motions, proofs of service, guardian ad litem petitions, etc.

  • Assist with drafting pleadings for various probate court actions

    Requirements

PREFERRED EXPERIENCE

  • Bachelor's degree in accounting, finance or related field required

  • 2+ years estate and trust tax experience

  • public accounting experience and CPA a plus!

  • friendly, collaborative, team-oriented

  • strong attention-to-detail and communication skills

  • eager to learn and grow with the firm

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .

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