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PROBATE AUDITOR ASSISTANT.PROBATE COURT
Dallas CountyTX, United States, United Statesfull_timeVerifiedPosted 26 Mar 2025
About the role
Assists the Judge and Probate Auditor with coordinating court supervised administration of descendents’ estates and guardianships, to include timely communications with interested parties, examination and analysis of accounts, preparation of reports and other instruments filed in compliance with the Texas Probate Code.
1. Assists the Judge with auditing accounts, conducting annual reports and inventory, performing appraisements and list of claims in court supervised administrations and guardianships to ensure compliance with the Texas Probate Code. Attends court hearings to assist in preparation of ‘show cause’ and other Court Orders for the judge’s signature and dissemination.
2. Reviews applications filed in connection with accounts, personal representative bonds and safekeeping agreements to determine appropriate action.
3. Coordinates and trains staff in audit functions, may assist with docket maintenance.
4. Assists the Judge with providing timely notice and other communications, coordinates with attorneys and other interested parties in-person, by telephone and written correspondence regarding audit procedures and problems with accountings and related matters.
5. Assists the Judge on problems discovered during audits and follows-up with appropriate action as directed, including preparing briefs for review by Judge.
6. Monitors the status of cases in the computer system to ensure timely follow-up procedures according to law and to court order.
7. Assists the Judge with preparing spreadsheets, forms or correspondence.
8. Performs other duties as assigned. Education, Experience and Training:
Education and experience equivalent to an Associates degree from an accredited college or university in Accounting, Management, or in a related field of study. One (1) year of work related experience.
Special Requirements/Knowledge, Skills & Abilities:
Skilled in the use of standard software applications. Ability to effectively communicate, both verbally and in writing, and establish and maintain effective working relationships with employees, departments and the general public. Knowledge of applicable rules and laws pertaining to assigned section(s). Knowledgeable of fundamentals of Texas Probate Code.
Physical/Environmental Requirements:
Standard office environment.
2. Reviews applications filed in connection with accounts, personal representative bonds and safekeeping agreements to determine appropriate action.
3. Coordinates and trains staff in audit functions, may assist with docket maintenance.
4. Assists the Judge with providing timely notice and other communications, coordinates with attorneys and other interested parties in-person, by telephone and written correspondence regarding audit procedures and problems with accountings and related matters.
5. Assists the Judge on problems discovered during audits and follows-up with appropriate action as directed, including preparing briefs for review by Judge.
6. Monitors the status of cases in the computer system to ensure timely follow-up procedures according to law and to court order.
7. Assists the Judge with preparing spreadsheets, forms or correspondence.
8. Performs other duties as assigned. Education, Experience and Training:
Education and experience equivalent to an Associates degree from an accredited college or university in Accounting, Management, or in a related field of study. One (1) year of work related experience.
Special Requirements/Knowledge, Skills & Abilities:
Skilled in the use of standard software applications. Ability to effectively communicate, both verbally and in writing, and establish and maintain effective working relationships with employees, departments and the general public. Knowledge of applicable rules and laws pertaining to assigned section(s). Knowledgeable of fundamentals of Texas Probate Code.
Physical/Environmental Requirements:
Standard office environment.
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