Probate Accounting Review Specialist
City
Phoenix
Phoenix
State
AZ
AZ
Position Id
2555
2555
Probate Accounting Review Specialist - $19.66/hour
Phoenix, AZ
The Probate Accounting Review Specialist ensures the integrity of the accounting for conservatorships, trusts and descendent estates filed with the Superior Courts of Maricopa County. In this role, the successful candidate will use their attention to detail to review, monitor, and audit the management of assigned cases and provide written reports to the Court and other interested parties detailing their findings.
Responsibilities
- Monitors the financial management of conservatorships, trusts and descendent estates by reviewing the annual accountings submitted by Conservators, Trustees, and Personal Representatives.
- Participates in developing review plans and programs and in determining methods, procedures, review schedules and work papers to be used in conducting reviews.
- Examines accounts and records for proper authorization and certification.
- Analyzes and evaluates financial management practices and expenditures made on behalf of protected persons to determine compliance with laws and orders of the court and to determine the soundness and adequacy of accounting, financial and management procedures.
- Performs complex accounting work.
- Assists in the analysis of financial statements, audits and reports. • Coordinates activities between and within departments.
- Review all accountings in accordance with the Court’s Accounting Guidelines for Probate Accounts, Administrative Orders, Arizona Rules of Probate Procedure, state laws and other policies as may be established by the Presiding Probate Judge, Probate Administrator or Department Supervisor.
Qualifications
- Bachelor’s degree in Business Administration, Accounting, Finance, Legal, or a closely related field. OR Combined education and experience qualifications:
- Associate degree in a related field as listed above and two (2) years of professional level financial, general accounting, bookkeeping, or auditing experience.
- Other combinations of education or professional level financial, general accounting, bookkeeping, or auditing experience may be considered on a year-for-year basis.
Preferred Qualifications
- Two (2) or more years of professional accounting or auditing experience.
- Working knowledge of the courts, finance, probate, trusts, fiduciary, and/or conservatorships.
- Generally Accepted Accounting Principles (GAAP), theories, and practices.
- Proper auditing standards.
- Microsoft Office Suite and accounting system software.
For more information, contact Christine Hawn at 602 788-5890 ext 123 or email at christine@apnusa.com