Tax and Estate Law Specialist

3 weeks ago


Phoenix, Arizona, United States JRG Partners Inc Full time

Estate Administration Role

JRG Partners Inc is seeking a skilled professional to assist in the administration of estates, including preparing documents, filing tax returns, and maintaining financial records.

Key Responsibilities:

  • Provide support to attorneys in administering estates and trusts
  • Prepare and file estate-related tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns
  • Maintain accurate financial records of trusts and reconcile broker statements
  • Prepare payables and bank deposits, and maintain close contact with clients and financial advisors
  • Provide family office services for high net worth clients
  • Develop technical proficiency in database use and management, and maintain project folders and electronic files
  • Comply with firm policies and maintain attention to detail and quality of work


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