Job Information
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.
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