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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.
$76,000 - $165,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, and Multistate. Strong experience using audit and tax software with CCH Axcess, Microsoft Office, and QuickBooks preferred.
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7+ years of very strong experience in personal income tax matters including fiduciary and foundation. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
$190 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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.
$76,000 - $165,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$76,000 - $165,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Counsel on plan design and drafting, tax and other compliance issues, fiduciary and investment issues, and HIPAA privacy compliance. Counsel on plan design and drafting, tax and other compliance issues, fiduciary and investment issues, and HIPAA privacy compliance.
$210,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. 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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This role offers the opportunity to work on related matters with the support of the firm's deep commercial litigation, fiduciary litigation, white collar litigation, and insurance litigation practice groups.
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