Trust & Estate Enrolled Agent
Location: Voorhees, NJ Full - Time Onsite
Archer & Greiner, P.C. is seeking a full-time Trust & Estate Enrolled Agent to join our Voorhees, NJ Office. The Trust & Estate Enrolled Agent is responsible for managing a broad range of trust and estate matters, including client tax returns, estates and trust administration, document preparation, and client case management.
JOB DUTIES:
- Prepare fiduciary income tax returns.
- Assist with probate, trust and estate administration.
- Prepare inheritance, estate, and gift tax returns.
- Prepare and review fiduciary accountings.
- Provide exceptional service to the Firm's clients on trust and estate matters.
POSITION-SPECIFIC REQUIREMENTS:
- 3-5 or more years of experience client tax return preparation required.
- 3-5 or more years of experience in fiduciary accounting (preferred).
- Bachelor's degree and/or Paralegal certificate required.
- Experience in trust & estate administration planning (preferred).
- Prior law firm experience (preferred).
- Proficiency with Microsoft Office applications.
- Excellent communication, analytical, and organizational skills.
- Strong ability to prioritize and manage time effectively.
- Exceptional attention to detail.
Interested candidates should send resumes to Felicia Matteo, Human Resources Generalist, Archer & Greiner, P.C., 1025 Laurel Oak Road, Voorhees, NJ 08043, or via e-mail . EOE/M/F/D/V/LGBTQ+