Estate Planning Analyst
Estate Planning Analyst
Denver, Colorado
|Direct (Permanent) Full Time
|$ 70,000 - $ 100,000 per year
Denver, Colorado
Direct (Permanent) Full Time
$ 70,000 - $ 100,000 per year
July 21, 2025
|Job ID: L1424367-LMB_1753124125
July 21, 2025
Job ID: L1424367-LMB_1753124125
Job Summary
To Apply for this Job Click Here
Estate Planning Fiduciary Analyst
Location: Denver, CO
Work Schedule: Hybrid (4 days onsite per week)
A prominent and growing law firm is seeking an experienced Estate Planning Fiduciary Analyst to join their team in Denver.
About the Role:
The Estate/Fiduciary Analyst will play a key role in supporting attorneys and clients with trust and estate matters, applying fiduciary accounting principles, and preparing related tax filings.
Key Responsibilities:
Prepare and file federal and state estate, gift, and fiduciary income tax returns
Prepare estate and trust accountings
Prepare informational returns for tax-exempt entities
Support estate and gift tax planning, including actuarial and interest computations (e.g., QPRTs, GRATs, CRATs, CLUTs)
Maintain and update trust and estate accounts and records
Respond to IRS and state tax authority inquiries
Assist with estate administration, including probate filings, asset collection, inventories, and distributions
Qualifications:
CPA license or Enrolled Agent required
Minimum of 3 years of experience in a trust and estate practice
Bachelor's Degree preferred
Strong written and verbal communication skills
Excellent organizational and time management abilities
Professional and personable demeanor with the ability to work well across teams and with clients
L1424367-LMB_1753124125
To Apply for this Job Click Here
I want more jobs like this in my inbox weekly.
Other jobs you might like...
About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™