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Fredrikson & Byron PA Fiduciary Administration Specialist - Minneapolis, MN in Minneapolis, Minnesota

Who We Are: Fredrikson & Byron is a premier, Midwest-based law firm dedicated to helping businesses achieve their goals regionally, nationally, and globally. We provide innovative legal solutions through collaboration across various practice areas. With a focus on exceptional client service, we strive to be the trusted advisor for all matters related to trusts and estates. Overview: We are seeking a Fiduciary Administration Specialist to join our growing Trusts & Estates team. This role will involve assisting in all phases of estate and trust administration, including preparing tax returns and accountings, managing estate and trust administration tasks, and providing guidance in tax compliance matters. The ideal candidate will be well-versed in bookkeeping and accounting principles. Key Responsibilities Include: Communicate directly with clients, brokers, bankers, accountants, court officials, and other parties. Obtain valuations and prepare inventories of estate assets. Manage and maintain accounts for trusts and estates, supervising the payment of debts, expenses, and distributions to beneficiaries, and ensuring proper recording of income received. Prepare and file estate tax returns on time, ensuring all necessary exhibits and attachments are included. Prepare summaries of income and deductions for estates, determine fiscal tax years, and file fiduciary income tax returns. Notify beneficiaries of tax information for their individual returns. Manage and prepare annual accounts and notices of right of withdrawal for trusts, along with other annual trust administration tasks. Prepare final accounts, distribution schedules, decrees, and documents to close estates, facilitating the distribution of assets according to the terms of estate planning documents. Our Ideal Candidates Will Have: Bachelor's degree preferably in accounting or related field. Knowledge of Minnesota law related to estate and trust matters. Understanding of estate, gift, and fiduciary income tax preparation, and bookkeeping and accounting principles. Strong oral and written communication skills. Strong organizational and analytical skills. Ability to take initiative, work independently, and collaborate effectively with a team. Applying For This Position: Applications will only be accepted online at www.fredlaw.com/careers. Applicants will be asked to submit a cover letter, resume, and salary requirements. For assistance with the application process or for accommodations, please contact recruiting@fredlaw.com. Our Firm Offers: Fredrikson & Byron offers highly competitive salaries and a comprehensive benefits package in a collaborative work environment. As a firm committed to diversity and inclusion, we foster an environment where all employees can thrive and contribute to our success. About Fredrikson: Diversity and inclusion are core values of Fredrikson & Byron. We believe in providing innovative solutions to legal needs by cultivating a diverse workforce. Our attorneys and staff work together as business advisors and strategic partners, delivering legal services that go beyond traditional counsel. With over 400 attorneys, Fredrikson & Byron serves clients through its locations in Minneapolis, Saint Paul, Mankato, MN; Bismarck and Fargo, ND; Ames and Des Moines, IA; Madison, WI; Saltillo, Mexico; and Shanghai, China. Fredrikson & Byron, P.A. is an Equal Employment Opportunity and Affirmative Action employer. Equal Employment Opportunity/Affirmative Action

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