Trust & Estates Administration Paralegal
Location: Midtown, NY, OR Bergen County, NJ, OR one of the Florida offices (one location)
We are seeking an experienced Trust and Estate Administration Paralegal with 5+ years of experience to join our New Jersey, New York, or Florida office.
Responsibilities include:
- Handling all phases of estate and trust administration
- Probate, including knowledge of New Jersey, New York, and Florida probate processes (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
- Deed work and other related tasks
Requirements:
- 5+ years of experience with Trust and Estate Administration
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax)
- Proficiency in Microsoft Word (hot Docs preferred)
- Highly organized with the ability to prioritize tasks
- College degree and/or paralegal certificate preferred
- We will also consider JD/paralegal candidates
We offer a competitive starting salary and a comprehensive benefits program.
$75K-160K annually BOE