Cummings & Lockwood

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TRUSTS & ESTATES ATTORNEY - BONITA SPRINGS OFFICE

Cummings & Lockwood LLC seeks a Trusts & Estates associate with a minimum of 4 years of experience for our Bonita Springs, Florida office.   The ideal candidate would have experience working with individuals and families in the design and drafting of estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents. This associate will participate in client conferences; draft estate planning documents; work with paralegals, fiduciary accountants, other attorneys, and clients in probate and trust administration; review gift tax returns, estate tax returns and fiduciary income tax returns; conduct tax research; and assist other attorneys and clients with charitable planning. LL.M. in Taxation or Estate Planning preferred. Excellent academic credentials, exceptional writing and oral communication skills, and Florida Bar admission required. AA/EOE

 

FIDUCIARY ACCOUNTANT - NAPLES OFFICE

Naples Office seeks a Senior Fiduciary/Tax Accountant specializing in Estate tax returns, particularly 709's and 706's, and related tax work. Candidates with 5 years’ related practical experience in a law firm will be considered for interviews.

Requirements:

The position supports attorneys in the Private Clients Group. Candidate must be able to record time, and work on assignments independently, with attorney review. Accuracy and attention to detail are imperative. Candidate must have the ability to communicate with attorneys, clients, beneficiaries, and financial institutions. Organizational skills needed to keep track of all assignments and meet all deadlines. Good clerical, administrative and mathematical skills are an asset. Candidate must have a strong working knowledge of various tax software applications.

Duties:

Candidate must have experience preparing tax returns, including 1040s, 1041s, 709s & 706s; CPA preferred. Ideal for professional who enjoys independence and high-level relationship with attorneys.

Benefits:

  • 3 weeks’ Vacation year 1, and 4 weeks’ Vacation starting at year 2!
  • Personal Days, Sick Days and 11 Holidays
  • Medical Plan, Dental Plan, Vision Plan
  • 401(k) with profit-sharing
  • Life Insurance
  • LTD Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Professional Development Assistance
  • Referral Program

To apply, please email your cover letter and resume to:

Olyvia Eldridge
Cummings & Lockwood LLC
3001 Tamiami Trail North
Naples, FL 34103
E-mail: oeldridge@cl-law.com
Fax: 239.430.3344

 AA/EOE