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State Street Alternative Investment Services (AIS) provides fund accounting, administration, tax, compliance and middle office trade support services to hedge fund managers. In depth knowledge of some/all of the following products: Equity, Futures, Options, Fixed Income, FX, Derivatives (IRS, CDS, TRS, etc.
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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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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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The New Jersey Judiciary consists of: the Supreme Court, the Superior Court including the Appellate Division and the Trial Court of the 15 vicinages in New Jersey, the Tax Court and the Municipal Court System.
$79,837.79 - $122,518.07 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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 Totowa, NJ
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