Trust and Estates ParalegalFawkes IDM • Boca Raton, FL, US
Trust and Estates Paralegal
Fawkes IDM • Boca Raton, FL, US
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- serp_jobs.job_card.full_time
job_description.job_card.job_description5+ years of experience in a similar type role. College degree and / or paralegal certificate required. Superior communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE / Fast Tax), HotDocs and Microsoft Word a plus.
Job Description
Job Description
A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities :
- handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
- Extensive communication with clients, financial planners and accountants
- Preparation of federal and state estate tax returns and fiduciary accountings
- Distribution of estate assets and trust funding, etc.
Requirements
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