Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team! The ideal candidate will have a minimum of 5 years of experience in trust and estate administration, with a strong understanding of probate (knowledge of New Jersey, New York, and Florida probate is a plus).
As the Trust and Estate Administration Paralegal, you will be responsible for managing all aspects of estate and trust administration.
This includes handling probate procedures, communicating regularly with clients, financial planners, and accountants, preparing federal and state estate tax returns and fiduciary accountings, distributing estate assets and trust funding, deed work, and more.
Superior communication skills are essential for this role as you will be regularly interacting with clients. Additionally, strong mathematical abilities are required to accurately handle financial aspects of the job.
Experience working with estate tax software such as ONESOURCE / Fast Tax as well as proficiency in HotDocs and Microsoft Word is preferred.
In this role, organizational skills are crucial as you will be tasked with prioritizing multiple responsibilities. The ability to work well within a team is also critical for success in this position.
A college degree or paralegal certificate is preferred; however, we will also consider candidates who have completed JD / paralegal programs.
This client offers a competitive starting salary based on experience level along with a comprehensive benefits program. We are an equal opportunity employer.
All applications will be kept confidential.
Trust and Estates Paralegal
A law firm is seeking a full-time Trust and Estates Paralegal to join their team. Preparation of federal and state estate tax returns and fiduciary accountings. Distribution of estate assets and trust funding, etc. College degree and/or paralegal certificate required. ...
Trust and Estate Paralegal
Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team! The ideal candidate will have a minimum of 5 years of experience in trust and estate administration, with a strong understanding of probate (knowledge of New Jersey, New York, an...
Trust and Estate Paralegal
Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team! The ideal candidate will have a minimum of 5 years of experience in trust and estate administration, with a strong understanding of probate (knowledge of New Jersey, New York, an...
Trust and Estate Paralegal
Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team! The ideal candidate will have a minimum of 5 years of experience in trust and estate administration, with a strong understanding of probate (knowledge of New Jersey, New York, an...
Trust & Estates,& Tax Associate/Attorney
The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL. Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate. They are seeking a highly skilled and experienc...
Trust & Estates,& Tax Associate/Attorney
The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL. Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate. They are seeking a highly skilled and experienc...
Tax, Trusts & Estates Associate
Assist in preparing federal, state, and local tax returns for individuals, businesses, trusts, and other entities. Review financial records, income statements, and other relevant documents to accurately calculate tax liabilities and ensure compliance with tax laws and regulations. Conduct tax resear...
Trust & Estates,& Tax Associate/Attorney
The ideal candidate will have a minimum of 3 years of experience practicing Tax, Trusts & Estates, and preferably possess an degree specializing in Taxation or Estate Planning. They are currently seeking a highly skilled and experienced Associate/Attorney specializing in Trusts, Estates, and Tax to ...
Trust and Estate Tax Supervisor
Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing of fiducia...
Tax, Trusts & Estates Associate
As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration. Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans...