Job Details

Legal Staff Paralegal in Greenwich, CT

This job is expired...

Company name

Day Pitney LLP

Organization Type

Law Firm

Job Type

Legal Staff

Practice Area

Trusts and Estates

Years of Experience

Min 1 yrs required

Location

USA Greenwich, CT

Date Last Verified

Apr 24,2018

Posted on

Mar 06,2018

26 hits

Profile

Paralegal, Estate and Trust Administration The candidate will be identifying, gathering, and valuing assets; preparing various probate and accounting documents. Will be preparing accounting for both estates and trusts. Preparing death tax returns, including the federal estate tax return and state estate tax returns. Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts. Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources. Undergraduate degree and paralegal certification (or equivalent) is needed. Familiarity with procedures of courts and regulatory agencies are essential. Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software is needed. Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems) is essential. Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills. Good understanding of basic business relationships and client confidentiality principles is needed.

Company info

Hiring Coordinator
Day Pitney LLP
24 Field Point Road
Greenwich, CT 06830