The Kaufman & Canoles Williamsburg office is seeking a qualified Trust & Estate Administrator to oversee complex trust and estate administration and prepare related tax returns.

Responsibilities:

• Manage trust and estate probate administration, drafting correspondence and legal documents, prepare deeds, asset spreadsheets, probate pleadings, and review of bank statements, accountings and/or financial statements.
• Interact with various banks and brokerage firms via telephone, email, and in-person.
• Prepare complex estate, gift, and fiduciary income tax returns.
• Research federal, state, and local tax laws related to client tax preparation.
• Review estate documents for state/federal filing requirements and document provisions.
• Provide support to various attorneys and tax preparers in department.
• Maintain detailed and accurate daily billable hour records.

Qualifications:

• Bachelor’s degree in accounting or related field preferred.
• Four or more years’ work experience in legal, finance or accounting. Tax preparation or trust and estate related work highly desirable.
• CPA license, CFTA, or other related certifications preferred.
• Proficiency in Microsoft Office with working knowledge of Excel. Experience in accounting programs and CCH ProSystem is beneficial.
• Demonstrated exceptional mathematical aptitude and able to solve complex problems to develop a beneficial tax strategy for clients.
• Ability to work both independently and within a team environment.
• Proven organizational skills with ability to plan proactively.
• Meticulous attention to detail and the ability to prepare a work product accurately, on-time, and in a cost-effective manner.
• Ability to multi-task, prioritize competing responsibilities, and meet deadlines.
• Ability to establish and maintain effective working relationships with clients, attorneys, co-workers, and other outside professionals.
• Excellent oral and written communication skills.
• Must be a self-starter and have a strong work ethic.
• Flexible in working additional hours during tax season.

Benefits:

We offer competitive salary and a comprehensive benefit package. Benefits include medical, dental, vision, life insurance, 401(k)/profit sharing, paid time off, long term and short-term disability.