trust & estate paralegal 160k high profile law firm hybrid - New York, United States - Noor Staffing Group

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    Legal
    Description

    TRUST AND ESTATE PARALEGAL FOR HIGH PROFLE LAW FIRM WITH 200+ ATTORNEYS IN US,EUROPE AND ASIA. MUST know 1041 Tax Form.

    • Administration of estates and trusts, including (a) working closely with clients and financial institutions and appraisers, (b) preparing and filing probate documents in courts in various states, (c) marshalling decedent's assets, (d) preparing cash requirements for estates, (e) valuation of stock and bond portfolios, (f) maintaining checkbooks and ledgers, (g) coordinating liquidation and/or transfer of decedent's assets, (h) preparing receipts, releases and indemnification agreements, (i) preparing formal and informal accountings for estates and trusts, (j) coordinating distribution to beneficiaries of estates and trusts, (k) assisting with post-mortem income tax planning, (l) preparing and filing federal and state estate tax returns, (m) preparing and filing federal and state fiduciary income tax returns for estates and trusts, (n) participating in estate and income tax audits, (o) computation of commissions for executors and trustees, (p) providing documents needed for sale of decedent's real property or cooperative apartment, including obtaining releases of federal and state estate tax liens, (q) organizing and maintaining records.
    • Estate planning preparation and computations based on varied scenarios
    • Preparation and filing of gift tax returns
    • Preparation and filing of annual informational returns for charitable trusts
    • Preparation and filing of guardianship accountings and reports

    Education

    • B.A./B.S. degree or Paralegal Certificate or commensurate experience required.

    Knowledge, skills, abilities

    • 7 to 10 years of Estate and Trust experience required.
    • 2 plus years of fiduciary accounting experience preferred.
    • Strong technical skills, including use of various tax and accounting programs, FormsWorkflow
    • Proficient with Microsoft Office Suite as well as experience with document management systems

    IMMEDIATE HIRE. GREAT BENEFITS INCLUDING CHILDCARE AND COMMUTER BENEFITS