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Responsible for 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, deed work and etc.
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Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries.
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Our Cashiers are responsible for providing excellent customer service through greeting customers, checking out customers, handling product returns, performing basic cash office functions and providing every customer with an exceptional experience.
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Returns the completed report electronically (the reports consist of check-off questions, narrative, and digital photos). Qualified CPSI - Certified Playground Safety Inspector - Field Inspectors for Insurance Loss Control are needed in your area.
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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.
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As the Trust and Estate Administration Paralegal, you will be responsible for managing all aspects of estate and trust administration. 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.
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Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team! A college degree or paralegal certificate is preferred; however, we will also consider candidates who have completed JD/paralegal programs.
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Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred. Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
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Experience working with estate tax software such as ONESOURCE/Fast Tax as well as proficiency in HotDocs and Microsoft Word is preferred. Superior communication skills are essential for this role as you will be regularly interacting with clients.
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Performs non-sales customer service transactions including but not limited to, equipment returns and swaps, customer pick up for “buy-online-pick-up” in-store order fulfillment. Performs non-sales customer service transactions including but not limited to, equipment returns and swaps, customer pick up for “buy-online-pick-up” in-store order fulfillment.
$45,540 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ability to work well within a team is also critical for success in this position. This client offers a competitive starting salary based on experience level along with a comprehensive benefits program.
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Provide updates on the status of estate or trust administration proceedings. Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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The primary responsibilities include working with the VP, Global Tax and the accounting department on the preparation, consolidation and ownership of the income tax provision for financial reporting purposes, oversight of the third-party tax outsourcing team with respect to the provision and US tax returns, addressing IRS and State/local Notices & Exams, development of tax and finance optimization strategy, as well as oversight of tax technology and implementation.
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returns job in Bergenfield, NJ
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