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Maintains the Sales Floor in accordance with Company policies and procedures by properly handling claims and returns, zoning the area, arranging and organizing merchandise, and identifying shrink and damages.
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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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Our goal is to produce exceptional returns facilitated by an investment research process that leverages our domain expertise across global commodity markets, supply and demand analysis and a novel AI approach.
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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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Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney 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 Bookkeeping experience with books to tax preparation is strongly preferred.
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ESSENTIAL FUNCTIONS The Accounts Payable Clerk of the Finance Department will: Gather, assemble, tabulate, check and file financial data; keeps financial records and ledger accounts and processes documents involved in financial transactions; does financial reconciling and posting; makes arithmetical calculations; makes and verifies extensions; checks invoices against purchase orders; prepares financial and statistical reports.
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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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Assist with customer parts returns, warranty support, service issues and disputes as needed. Experience in the heavy-duty truck parts or service industry preferred but not required. Working knowledge of trucks, diesel engines, HD transmission, and driveline preferred.
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A college degree or paralegal certificate is preferred; however, we will also consider candidates who have completed JD/paralegal programs. Experience working with estate tax software such as ONESOURCE/Fast Tax as well as proficiency in HotDocs and Microsoft Word is preferred.
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Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team! Superior communication skills are essential for this role as you will be regularly interacting with clients.
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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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RETURNS HELPER Examine and compare merchandise with original requisition to record information such as quantity, type of defect and date on invoice or other forms. RECEIVING RUNNER Use a pallet jack and/or stand up forklift when needed.
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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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ach returns ledger jobs in Englewood Cliffs, NJ
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