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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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Strong knowledge of probate procedures, trust administration principles, and estate tax laws. 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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You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings.
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Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus. Gather necessary financial information, calculate estate tax liabilities, and coordinate with tax professionals to ensure compliance with tax laws and regulations.
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Client Service: Provide exceptional service to clients by addressing inquiries, providing updates, and ensuring timely resolution of administrative matters. Qualifications: Bachelor’s degree or associate degree in paralegal studies, legal studies, or related field preferred.
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Commitment to professionalism, integrity, and client service excellence. Proficiency in legal research tools and databases, such as LexisNexis, Westlaw, and the United States Patent and Trademark Office (USPTO) database.
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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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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New Jersey office. Responsibilities:- Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate.
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The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an degree in Taxation or Estate Planning. - Minimum 3 years’ experience practicing Tax, Trusts & Estates law.
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Tax Compliance: Prepare and file individual income tax returns, gift tax returns, and estate tax returns on behalf of clients. Previous experience in tax law, estate planning, or trust administration preferred.
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Job Title: Tax, Trust & Estate AssociateJob Summary: 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.
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Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join Hackensack New Jersey office. Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques.
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Familiarity with enterprise technology tools: Tidal Enterprise Scheduler, Service Now, JIRA, Confluence, Azure DevOps, Azure GIT. Collaborate with different teams in EDM (Data Cloud, Architecture, Data Governance Tech, Data Science) and support strategic initiatives such as data governance, data-as-a-service, and self-service analytics.
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Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates. Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates.
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civilian service income tax jobs in Hackensack, NJ
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