Paralegal - Trusts and Estates Administration
The Rockridge Group
Job Description
Job Description
Title: Trusts & Estates Administration Paralegal
Location: Remote
Trusts & Estates Administration Paralegal - New Jersey, New York or Florida Office:
Seeking a Trust and Estate Administration Paralegal with 5 plus years’ experience to join our New Jersey, New York or Florida Offices.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:
- Superior communication and mathematical skills are a must.
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
- Highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
- College degree and/or paralegal certificate preferred.
- JD/paralegal candidate will be considered as well
Vacancy posted 16 days ago
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