Certified Public Accountant / Tax Paralegal

Our client is seeking a highly motivated and detail-oriented CPA / Tax Paralegal to join their dynamic team. This role offers an excellent opportunity to leverage expertise in accounting, tax law, and financial analysis within a fast-paced, collaborative environment. The ideal candidate will play a key role in managing complex tax filings, supporting estate planning matters, and ensuring compliance with applicable regulatory frameworks.

Key Responsibilities

• Prepare individual, fiduciary, gift, and estate tax returns in compliance with federal, state, and local regulations
• Assist with estate planning activities, including preparation of wills, trusts, and related legal documentation
• Support probate and estate administration proceedings, including judicial and non-judicial accountings and court filings
• Facilitate the transfer of assets from individuals or decedents to estates or trusts, including preparation of deeds and related filings
• Conduct financial analysis and interpret financial statements in accordance with GAAP standards
• Assist with audits, including reconciliations, balance sheet reviews, and internal control assessments aligned with SOX requirements
• Manage bookkeeping functions, including general ledger reconciliation, accounts payable, and double-entry accounting
• Maintain accurate financial records and ensure compliance with internal policies and regulatory requirements
• Provide research, document analysis, and draft pleadings related to trust and estate administration
• Organize and maintain legal and financial documentation in an efficient, retrievable system
• Collaborate with legal teams on tax compliance, including matters related to LIHTC projects, securities law, private equity, and asset management
• Support mergers & acquisitions activities through financial reporting and due diligence efforts
• Communicate effectively with attorneys, clients, and internal teams; respond to inquiries and provide updates as needed
• Track and record billable time accurately
• Perform additional duties as required to support evolving business needs
  
  

Qualifications & Experience

• Minimum of 8 years of experience in estate planning, tax, or accounting within a law firm, trust department, or public accounting environment
• CPA designation preferred; LLM in Taxation is a plus but not required
• Strong knowledge of estate, fiduciary, and gift tax, as well as trust and estate administration
• Experience with probate processes and estate accountings
• Proficiency in Microsoft Word and Excel, along with accounting and tax preparation software (e.g., QuickBooks, Xero, Sage, or similar)
• Solid understanding of GAAP and familiarity with SOX compliance standards
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Ability to work independently with minimal supervision while maintaining high accuracy
• High level of professionalism and ability to maintain confidentiality
  
  

Benefits

• 401(k)
• Health, dental, and vision insurance
• Health savings account (HSA)
• Flexible spending account (FSA)
• Life insurance
• Paid time off and sick leave
  
  

Location: In-Office