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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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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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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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Provides product and service information to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships. The Customer Service Representative provides assistance to passengers and crew throughout the different stages of travel through our Jet Aviation FBOs. This position serves as the main point of contact for service requests, inquiries, suggestions, and complaints.
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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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Requirements:- preferred in Taxation or Estate Planning- New York Bar admission is required- 3+ years of experience as a Tax Associate/Attorney- Strong academic credentials from an accredited law school- Excellent oral and written communication skills As part of our dynamic team, you will be responsible for:- Providing tax-related advice to clients on complex matters such as estate planning, business transactions, and tax controversy representation.
$200,000 - $315,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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These continued activities include processing annual and interim recertifications to update family income/assets, household composition, and rent amounts; tenant moves and transfers; approved rent increases; Housing Assistance Payment (HAP) abatements and reinstatements to enforce Housing Quality Standard (HQS) inspection results; and providing customer service to stakeholders through our Client Services office, call center and the DTR Portal.
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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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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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Care and management of patients admitted to the General Medicine Service. The hospital maintains an academic affiliation with Albert Einstein Medical College of Yeshiva University. NYC Health + Hospitals/Jacobi , located in the Bronx, accommodates more than 325,000 outpatient visits, more than 100,000 emergency room visits and more than 20,000 inpatient admissions annually.
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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
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civilian service income tax jobs in Tenafly, NJ
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