Job Details

Trusts / Estates Paralegal

Company name

Alchemy Legal

Organization Type

Recruiter

Job Type

Legal Staff

Years of Experience

Min 5 yrs required

Location

New York City, NY

Posted on

Jan 04,2018
Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
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Profile

Trusts / Estates Paralegal The candidate will be responsible for all areas of trust and estate administration as well as fiduciary accountings. Gathering, identifying and valuation of assets. Preparing various probate and accounting documents. Drafting correspondence and paying bills. Preparation of death tax returns, including the federal estate tax return and state succession and estate tax returns. Preparation of accountings for both estate and trusts (using the computer programs). Preparation of federal and state individual and fiduciary income tax returns. Preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns. Must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moody's Dividend Record, etc. Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, bank and brokerage house representatives, and individuals in the office. Communicate with clients, attorneys and bankers outside the U.S. whose first language may not be English.

Qualification and Experience

The candidate should have a Bachelor's Degree. 5+ years prior experience is required. Ability to review and interpret wills and trust agreements and implement the plan during the estate and trust administration process. Should be a self-starter, problem-solver and detail-oriented, able to work independently and be responsible for and meet all deadlines, and be willing to work in a team environment. Must have good mathematical skills, possess good computer skills, and be conscientious and careful.

Additional info

Job no - 4982. Please email the resume along with salary expectations.

Company info

Phillip Prodehl
Alchemy Legal
895 Caughlin Crossing
Reno, NV 89519

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