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    Tax and Wealth Planning Paralegal - New York, United States - Fox Rothschild

    Fox Rothschild
    Fox Rothschild New York, United States

    3 weeks ago

    Default job background
    Full time
    Description

    Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our New York, NY office.

    We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

    Primary Responsibilities

  • Calendar management, including tax-related deadlines and client calls/meetings.
  • Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
  • Estate administration, including prepare and file probate documents, advise and respond to clients.
  • Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
  • Prepare trust and estate accountings.
  • Draft simple wills and correspondence.
  • Apply for tax identification numbers.
  • Prepare and file deeds and related documents, review deed records.
  • Form entities with Secretary of State office.
  • Prepare corporate minutes and maintain minute books.
  • Calculate taxes, tax exemptions, and executor fees.
  • Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.

    • Skills and Abilities

  • Excellent written and verbal communication skills.
  • Strong problem-solving skills.
  • Strong organizational skills.
  • Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
  • Ability to take initiative to improve processes while keeping team members informed.
  • Ability to maintain highest level of confidentiality.
  • Ability to provide outstanding customer service to internal and external clients/contacts.
  • Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
  • Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
  • Ability to work with numbers (, basic math, spreadsheets, bank statements).

    • Requirements

  • BA or BS degree strongly preferred.
  • Associate's degree or paralegal certificate with eight years of comparable work experience.

    • WORK ENVIRONMENT & PHYSICAL DEMANDS

    This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

    PHYSICAL REQUIREMENTS

    Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

    VISUAL ACUITY

    Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

    COMPENSATION & BENEFITS

    The salary ranges for this position apply to the respective listed locations. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. Reasonable estimates of the current ranges for this position are:

  • City of New York: $85,000 to $115,000
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