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M Financial Group

Portland, Oregon

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London, United Kingdom

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Washington D.C., D.C.

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London, United Kingdom

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London, United Kingdom

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Albourne America LLC

Stamford, Connecticut

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London, United Kingdom

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London, United Kingdom

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Boston, Massachusetts

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Accountant – Estate and Trust Administration (Full or Part-Time)
Milwaukee firm is seeking a talented accountant  with a minimum of three years of relevant, broad breadth experience in estate/trust administration, including meaningful experience in preparing and assembling federal and estate trust, estate and gift income tax returns and a thorough understanding of fiduciary tax law and concepts. A CPA designation would be a plus.  Open to a full or part-time position and have some flexibility to work remotely. Job responsibilities include: Gathering, analyzing, reconciling and documenting information on the value and title of estate/trust assets, debts, and expenses Communicating directly by phone and written correspondence with clients, other professional advisors, executors/trustees, beneficiaries and court personnel


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