Trusts and Estates Coordinator

3 weeks ago


Chicago, United States CGT Staffing Full time

Responsibilities

  • Draft correspondence and communicate with taxing authorities.
  • Assist in preparation and filing of tax returns.
  • Review bank and other financial statements.
  • Prepare final estate planning letters with copies of executed documents and email clients PDF versions of executed documents.
  • Prepare, review and finalize binders of estate planning documents.
  • Send out real estate documents to be recorded.
  • Obtain and maintain Employer Identification Numbers and PTIN assignments.
  • Assemble information for the preparation of accounting.
  • Maintain and calendar tax returns and estate administration due dates.
  • Organize and maintain client files.
  • Other duties as assigned to fully meet the requirements of the position.


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