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EXAMPLES OF WORK PERFORMED: (Any one position may not include all of the duties listed, nor do the examples cover all the duties which may be performed.
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Plans, assigns, and conducts audits and inventories of assets of decedent and guardianship estates in probate.
Verifies or determines total net value.
Determines or verifies executor/administrator bonding requirements in accordance with will or statute requirements.
Reviews final settlement audits of others, and assists/trains new audit personnel.
Audits payments made from estates to determine the correctness of each transaction, its court or will authority, and documentation of the executor/administrator.
Audits income to the estate such as dividends and interest to determine the adequacy and frequency of reporting periods, and the accuracy/completeness of supporting bills, receipts, checks, and related documents.
Compares disbursements with receipts, tax payments, court costs, appraiser fees, and payments of court authorized claims.
Reviews decree of distribution to determine all heirs benefit according to the will, or laws.
Reviews correspondence, pleadings, petitions, orders, and will requirements.
Determines the status of any lawsuits affecting the probate estate.
Reviews tax questionnaires and Federal estate tax reports, calculates estate and inheritance taxes owed to the State, or issues orders of no tax.
Issues letters or notices of exception concerning estates.
Consults with attorneys, trust officers, personal estate representatives, accountants, auditors, and others regarding court or statute requirements.
Performs related work as required.
SPECIFIC EXAMPLES OF WORK:
Review annual status reports for protectees and minors.
Interpret & follow statutes, court rules, and procedures.
Accept in filings & prepare various audit reports.
Perform audits of financial documents, accounting statements, cash and non-cash ledgers, bank statements and inventory of assets.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
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