Handle all stages of estate and trust administration, including probate (knowledge of New Jersey, New York, or Florida probate laws preferred).
Maintain regular communication with clients, financial planners, and accountants.
Prepare federal and state estate tax returns and fiduciary accountings.
Manage the distribution of estate assets and trust funding.
Oversee deed work and other related assignments.
Minimum of 5 years of experience in trusts and estates administration.
Excellent communication and mathematical abilities.
Solid understanding of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word.
Highly organized with strong task prioritization skills.
Outstanding written and verbal communication skills.
College degree and/or paralegal certificate preferred; JD/paralegal candidates will be considered.
Competitive starting salary.
Comprehensive benefits package.
Possibilities for professional development and advancement.
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Trusts & Estates Paralegal (HYBRID) - Boca Raton, United States - Direct Talent Solutions
Description
Job Description
Position: Trusts & Estates Administration Paralegal
Locations: Hackensack, NJ | New York, NY | Boca Raton, FL | Palm Beach, FL
Full Time: Yes (9:00am - 5:00pm)
Hybrid (2 days remote, 3 days in office)
Salary range: $100,000-$162,500 + Full Benefits
About Us:
We are a leading legal firm with a substantial team of attorneys spread across multiple locations nationwide. Our practice encompasses a wide range of legal areas including restructuring, construction, corporate matters, employment law, environmental law, litigation, real estate, taxation, estate planning, and white-collar defense.
Ideal Candidate:
We are looking for a Trusts & Estates Administration Paralegal with at least 5 years of experience to join our team at one of our offices in New Jersey, New York, or Florida. The perfect candidate will have a solid background in trusts and estates administration, with extensive knowledge of probate procedures in the respective jurisdictions.
Responsibilities:
Requirements:
Benefits: