Trust and Estates Paralegal - Fawkes IDM : Job Details
Trust and Estates Paralegal
Fawkes IDMJob Location : New York,NY, USA
Posted on :
2024-11-15T11:39:00Z
Job Description :
A law firm is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities:
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- 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.
- 5+ years of experience in a similar type role.
- College degree and/or paralegal certificate required.
- Superior communication and mathematical skills are a must.
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
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