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Trust Administration and Estate Planning Paralegal The candidate will prepare federal estate tax returns and other state estate tax returns, fiduciary income and gift tax returns and private foundation tax returns. Will open and close probate estates, arrange for appraisals and transfer titles. Prepare monthly and quarterly income and expense statements. Prepare asset allocation spreadsheets. Should have 7+ years of experience as a Trust and Estate Paralegal. Estate and Gift tax return experience is essential.
Job Id:L07765 - KAM
Company infoMichele Green