SourcePro Search
Trusts & Estates Administration Paralegal
New Jersey, New York, or Florida Office
SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of 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
Deed work and other related tasks
Requirements
5+ years of experience in trust and estate administration
Superior communication and mathematical skills
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
Highly organized with the ability to prioritize
Team player with excellent written and verbal skills
College degree and/or paralegal certificate preferred; JD/paralegal candidate will also be considered
Salary Up to $162,500 per year, commensurate with experience
We offer a competitive starting salary and a comprehensive benefits program.
#J-18808-Ljbffr
SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of 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
Deed work and other related tasks
Requirements
5+ years of experience in trust and estate administration
Superior communication and mathematical skills
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
Highly organized with the ability to prioritize
Team player with excellent written and verbal skills
College degree and/or paralegal certificate preferred; JD/paralegal candidate will also be considered
Salary Up to $162,500 per year, commensurate with experience
We offer a competitive starting salary and a comprehensive benefits program.
#J-18808-Ljbffr