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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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Estate Tax Filings: Assist in preparing and filing estate tax returns (Form ) and related tax filings. 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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Type Direct Hire 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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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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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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Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Prior experience working as a paralegal in trust and estate administration preferred.
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Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices. We will consider a JD/paralegal candidate as well. College degree and/or paralegal certificate preferred.
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This role requires 2 days per week in the office to process device returns, manage demo unit inventory, process and pack outgoing shipment requests and provide cross-functional support for the device warranty program.
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Three (3) years of experience must include: Reviewing Value Added Tax (VAT) returns for EMEA and APAC regions; Intrastat reports; European Sales/Purchase Lists; Microsoft Power BI; Vertex; Thomson Reuters; and Global E-invoicing compliance.
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Coordinate with the EVP & SVP to ensure timely completion of audits and preparation and filing of tax returns. The Vice President, Accounting will play a key role on the Accounting team and work closely with the EVP of Accounting/Finance & HR as well as the SVP of Accounting to ensure the department operates effectively and efficiently.
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Treasury Operations: Execute and maintain controls for treasury operations, including wire and ACH activities. Technical Skills: Advanced knowledge of Microsoft Excel and FIS Quantum or other leading treasury management systems.
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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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