Quick overview
Job description
Provides oversight for court supervised administrations of descendent’ estates and guardianships, to include examination and analysis of account, reports and other instruments filed in compliance with the Texas Probate Code.
Management Scope: Supervises one (1) Assistant Auditor
1. Audits annual and final accounts, annual reports and inventory, appraisements and list of claims in court supervised administrations and guardianships to ensure compliance with the Texas Probate Code.
2. Supervises and trains staff assistant auditor in all duties, and supervise and train docket assistant in matters relating to audit functions.
3. Reviews all applications filed in connection with accountings, personal representative bonds, and safekeeping agreements to determine appropriate action.
4.
Confers with attorneys in person, by telephone and written correspondence regarding audit procedures and problems with accountings and related matters.
5. Confers with the Judge on problems and procedures discovered during audits and follows-up with appropriate action as directed. Prepares matters for submission to the Judge with written summary, or brief and appropriate orders for signatures.
6. Monitors, updates and maintains the computer system to ensure follow-up procedures according to law and to court order.
7.
Prepares spreadsheets, forms or correspondence for the Judge’s review and signature.
8. Performs other duties as assigned. Education, Experience and Training:
Education and experience equivalent to a Bachelor’s degree from an accredited college or university in Accounting, Audit, Financial Analysis, or in a related field of study. One (1) year of work-related experience in accounting, auditing, or financial analysis.
Special Requirements/Knowledge, Skills & Abilities
Knowledgeable of fundamentals of accounting principles.
Physical/Environmental Requirements
Standard office environment.
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