Job Description
A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities:
- 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, etc.
Requirements
- 5+ years of experience in a similar type role.
- College degree and/or paralegal certificate required.
- Superior communication and mathematical skills are a must.
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
Key skill Required
- Communication
- Microsoft Word
- ONESOURCE
- Tax Returns
- Tax Software
- Trust Administration
