Tax Paralegal / Fiduciary Accountant –Trusts & Estates Detroit, MI | Direct Hire | Hybrid
A respected professional services organization in Detroit is seeking a Tax Paralegal / Fiduciary Accountant to support its Trusts & Estates practice. This role blends legal support, financial analysis, and tax‑related work, offering the opportunity to handle meaningful, detail‑driven matters involving estates, trusts, and wealth‑transfer planning. The ideal candidate enjoys working with numbers, navigating complex estate files, and collaborating closely with attorneys and clients.
Responsibilities:
Prepare a range of estate, gift, and fiduciary tax filings in accordance with federal and state requirements
Maintain and reconcile financial records for trusts and estates, including tax data, transaction histories, and year‑end summaries
Draft and review estate and trust accountings, ensuring accuracy and compliance
Assist with advanced estate planning calculations and support wealth‑transfer strategies
Manage ongoing file and record maintenance, updating trust and estate information as cases progress
Support estate administration, including probate‑related documentation, asset organization, and beneficiary distributions
Communicate with tax authorities to address notices, questions, or audit‑related correspondence
Collaborate with attorneys, CPAs, and internal team members to ensure smooth workflow and timely deliverables
Minimum Qualifications:
3+ years of experience in trusts & estates, fiduciary accounting, or tax preparation within a law firm, CPA firm, or financial institution
Bachelor’s degree or paralegal certificate preferred
CPA or Enrolled Agent credential is a plus
Strong analytical skills with the ability to interpret financial data and apply tax concepts
Excellent written and verbal communication skills
Highly organized, detail‑oriented, and able to manage multiple deadlines in a fast‑paced environment
Professional, collaborative, and able to build strong working relationships with attorneys, clients, and internal staff
Who Thrives Here
This role is ideal for someone who enjoys the intersection of legal work and financial analysis, values precision, and wants to grow within a structured, supportive team. If you take pride in producing accurate work, enjoy complex problem‑solving, and want long‑term stability in the Trusts & Estates field, this position offers a strong career path.
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