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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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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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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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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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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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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 Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season Bookkeeping experience with books to tax preparation is strongly preferred.
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By choosing Qcells USA for turnkey solutions, customers can reduce uncertainty and risk, leading to enhanced investment returns and contributing to a more sustainable future. Qcells USA’s complete turnkey solutions seamlessly integrate the expertise of our Module, Development, and EPC teams, while ensuring close coordination with other vital internal groups such as Project Finance, Systems Integration, and Legal.
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Experience with General probate procedures Experience with drafting estate documents, assisting with asset valuations and being able to prepare and assist with estate tax returns. , Communication with clients, probate clerks, and other professionals, drafting of initial estate administration documents, assisting with asset valuations, transfers, and redemptions, collection of cash accounts, marshaling of assets, assistance with preparation of estate tax returns.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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FULFILLMENT CENTERS (CUSTOMER RETURNS) - Work inside an Amazon warehouse, receiving and processing customer returns. FULFILLMENT CENTERS (CUSTOMER RETURNS) - Work inside an Amazon warehouse, receiving and processing customer returns.
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Analyze Credit, income, tax returns, asset documents and payment history. Longbridge is looking to add a Reverse Mortgage Processor to our first-class Operations Team. In fact, we are now a top 2 reverse mortgage lender.
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The Ideal Candidate University degree or equivalent educationExtensive professional experience as functional consultant lead in the area of Warehouse Management (required)Good understanding of SAP Standard Processes: Receipts, Shipping & Receiving, Subcontracting, External procurement of Products, Drop Shipment, Stock Transfer, and Returns.
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Preparation of federal and state estate tax returns and fiduciary accountings. handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus.
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You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. Responsibilities: Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries.
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