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Trusts and Estates Administration Paralegal The candidate will be responsible for handling all phases of estate and trust administration, including probate (knowledge of New York 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. College degree and/or paralegal certificate required and 2 - 3 years of experience preferred. Superior communication and mathematical skills are a must. Must have excellent written and verbal skills. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax) and Microsoft Word a plus.
Company infoJohn McLaughlin