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Public Fiduciary Jobs (NOW HIRING)

Senior Fiduciary Tax Manager

Henderson, NV

  • Medical

  • Dental

  • Vision

  • Retirement

As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal ... JD, LLM, CPA, or Master of Taxation (MT) * 3+ years of leadership or management experience with ...

Tax Accountant CPA

Austin, TX

$45K - $65K/yr

  • Medical

Tax return preparation includes fiduciary, business and personal income tax returns, as well as estate and gift tax returns and foreign bank account reporting. Requirements: * CPA license is ...

Showing results 41-60

Public Fiduciary information

What is a public fiduciary?

Public fiduciaries are government-appointed officials responsible for managing the financial affairs and personal matters of individuals who are unable to do so themselves, such as incapacitated adults or deceased persons without a willing or suitable family member to serve. Their duties may include serving as guardians, conservators, or personal representatives for estates. Public fiduciaries act in the best interests of those they represent, ensuring that their property and well-being are protected according to the law.

What is the difference between Public Fiduciary vs Private Fiduciary?

AspectPublic FiduciaryPrivate Fiduciary
CredentialsTypically requires state certification or licensingMay require certifications like CFP or CFA, depending on services
Work EnvironmentGovernment agencies, public trust settingsPrivate firms, individual or family clients
Employer & IndustryGovernment, public sectorFinancial advisory firms, private sector
Common Search IntentUnderstanding public vs private fiduciary rolesComparing private fiduciary services

Public fiduciaries are government-appointed professionals managing public funds or trusts, often requiring specific state certifications. Private fiduciaries are typically financial advisors or trust companies serving individual or family clients, often holding certifications like CFP. Both roles involve managing assets and ensuring fiduciary duties, but differ mainly in employer, environment, and certification requirements.

What are the key skills and qualifications needed to thrive as a public fiduciary?

To thrive as a Public Fiduciary, you need a thorough understanding of probate law, estate administration, and case management, often supported by a relevant degree and experience in legal or social services. Familiarity with case management software, court systems, and financial management tools is typically required. Strong ethics, organizational skills, and effective communication are crucial soft skills for building trust and navigating sensitive situations. These capabilities are essential to ensure the responsible management of assets and the best interests of vulnerable individuals under public guardianship.

What are some of the most common challenges faced by public fiduciaries in managing client estates and assets?

Public Fiduciaries often handle cases where clients lack family support or the ability to manage their own affairs, which can present unique challenges. They must balance legal, ethical, and financial responsibilities while making decisions in the best interest of vulnerable clients. Managing complex estates, resolving disputes among interested parties, and ensuring compliance with state laws and court directives are daily aspects of the role. Additionally, Public Fiduciaries regularly collaborate with attorneys, social workers, and financial professionals to coordinate care and manage assets efficiently.

What cities are hiring for Public Fiduciary jobs?

Cities with the most Public Fiduciary job openings:

What states have the most Public Fiduciary jobs?

States with the most job openings for Public Fiduciary jobs include:

Infographic showing various Public Fiduciary job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

$60K/yr

Full-time

Re-posted 8 days ago


Job description

Purpose & Job Related Requirements REPORTS TO: Probate Court Judge FLSA STATUS: Exempt CLASSIFICATION: Personnel System; Requires satisfactory completion of a six-month probationary period. PAY GRADE: 119 SAFETY SENSITIVE: No Purpose of Job The purpose of this job is to perform functions associated with managing guardianship, conservatorship, and estate fiduciary filings and managing special projects within the department. Duties and responsibilities include, but are not limited to, maintain a docket of all fiduciary filings required by law to make returns each year and ensure fiduciary filings are made annually until discharged, review and assess fiduciary filings for compliance with Georgia law, working with fiduciaries to come into compliance, training new fiduciaries on the reporting required by Georgia law, managing special projects, and performing additional tasks as assigned.

Job Related Requirements May be required to work on religious holidays. Regular and predictable attendance is required. Must work cooperatively with others.

When requirements include vehicle operation, responsible for the safety, readiness and operation of the vehicle and must abide by ACC's safe driving policy. Minimum Training & Experience Required to Perform Essential Job Functions Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost accounting, accounting or related experience required; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this position. Valid driver's license required Essential Duties, Responsibilities The following duties are normal for this job.

These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. Examines inventories, annual returns, inventory & asset management plans, and any attachments thereto for mathematical errors, substantive problems indicating possible violation or neglect of fiduciary duties, and improper or incomplete reporting on management of assets.

Monitors current filings of inventories, inventory & asset management plans, annual returns, personal status reports, reminds fiduciaries of returns coming due, warns them if still not filed, and prepares show cause orders for the judge's signature when failure to file continues. Manages special projects involving increase in caseloads in this county, in comparison to other counties, and assists the staff attorneys and the judges with long and short range planning; provides research and statistical comparison reports associated with planning. Provides the court with technical assistance and training on special projects including performance measures and data management.

Works with court employees to research operational issues of concern, defines problems and recommends solutions; provides necessary reports on issues to the staff attorneys and/or the judges. Contacts other clerks to research their operations and recommend policy, procedural changes and/or programs for the court. Performs other related duties as required.

Knowledge, Skills and Abilities Knowledge of the principles, practices and procedures of the Court. Knowledge of policies and procedures necessary in the completion of daily responsibilities. Knowledge of all applicable laws, ordinances, policies, standards and regulations pertaining to the specific duties and responsibilities of the job.

Knowledge of established organizational, managerial and human relations methods and techniques. Knowledge of principles and practices of court administration, relevant laws, ordinances, budgetary processes and procedures and the theory and principles of program development and implementation. Knowledge of modern office procedures; accounting, bookkeeping and budgeting principles and practices; the unified government accounting system; and various computer software systems utilized in budget preparation.

Knowledge of word processing, spreadsheets and/or other software relevant to the position. Ability to operate various office equipment including computer, printer, calculator, copier, fax, scanner and telephone. Ability to develop and administer operations and staff plans and objectives for the expedience and effectiveness of specific duties of the position.

Ability to develop and implement long-term goals for the department in order to promote effectiveness and efficiency. Ability to keep abreast of any changes in policy, methods, operations, budgetary and equipment needs, etc., as they pertain to departmental operations and activities. Ability to effectively communicate and interact with management, employees, members of the general public and all other groups involved in the activities of the Athens-Clarke County Government as they relate to the Probate Court

Ability to assemble information and make written reports and documents in a concise, clear and effective manner. Ability to comprehend, interpret, and apply regulations, procedures, and related information. Ability to handle required mathematical and statistical calculations.

Supplemental Information (ADA) MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS PHYSICAL REQUIREMENTS: Must be physically able to operate a variety of machinery and equipment including a computer, typewriter, and calculator. Must be able to use body members to work, move, or carry objects or materials. This position requires: walking, standing, bending, stooping, pushing, pulling, lifting, fingering, grasping, feeling, seeing, talking, hearing, and repetitive motions.

Must be able to exert up to 10 pounds of force occasionally. Physical demand requirements are at levels of those for sedentary work. DATA CONCEPTION: Requires the ability to compare and/or judge the readily observable functional, structural,or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things.

INTERPERSONAL COMMUNICATION: Requires the ability to hear, speak and/or signal people to convey or exchange information. Includes giving/receiving assignments and/or directions. LANGUAGE ABILITY: Requires the ability to read a variety of reports, forms and informational documentation, directions, instructions, and methods and procedures.

Requires the ability to prepare forms, reports, letters, memoranda, and miscellaneous documents using prescribed formats and conforming to all rules of punctuation, grammar, diction, and style. Requires the ability to speak to people with poise, voice control, and confidence. INTELLIGENCE:Requires the ability to learn and understand basic principles and techniques, to acquire and be able to expound on knowledge of topics related to primary occupation, and to make independent judgment in the absence of management.

VERBAL APTITUDE: Requires the ability to record and deliver information, to explain procedures, and to follow oral and written instructions. Must be able to communicate effectively and efficiently in a variety of administrative, technical, or professional languages including legal and accounting terminology. NUMERICAL APTITUDE: Requires the ability to utilize mathematical formulas, to add and subtract totals, to multiply and divide, and to utilize and determine percentages.

FORM/SPATIAL APTITUDE:Requires the ability to inspect items for proper length, width, and shape, visually and with automated office machines. MOTOR COORDINATION: May require the ability to coordinate hands, fingers, and eyes accurately in using automated office equipment. Requires the ability to use the keyboard, lift, bend, push, and pull objects or materials using body parts as the position necessitates.

MANUAL DEXTERITY: Requires the ability to handle a variety of items such as a computer, telephone and calculator. Must have the ability to use one hand for twisting or turning motion while coordinating other hand with different activities. Must have minimal levels of eye/hand/foot coordination.

COLOR DISCRIMINATION: May require the ability to differentiate between colors and shades of color. INTERPERSONAL TEMPERAMENT:Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under moderate stress when confronted with an emergency.

PHYSICAL COMMUNICATION: Requires the ability to talk and/or hear: (Talking-expressing or exchanging ideas by means of spoken words). (Hearing - perceiving nature of sounds by ear). Must be able to communicate via telephone and two-way radio.

ACCGov is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation to participate in the job application or interview process, contact Leah Jagatic, HR Coordinator, Human Resources, 762-400-6370 or leah.jagatic@accgov.com.