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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Estates & Trusts/Tax Paralegal The selected will provide assistance to attorneys and clients in all aspects of estate and trust administration. Responsibilities include providing a wide range of trust administration services, including maintaining beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets; researching fiduciary income tax, estate tax and probate issues; preparing documents to probate and administer estates; preparing estate and fiduciary income tax returns; administering trusts and non-liquid trust assets; and attending client meetings and maintaining frequent client contact for administration matters.
Qualification and Experience
Candidate must have 4 year college degree in Accounting, Finance or Business Administration and 3+ years of estate and trust administration experience (equivalent work experience will be considered in lieu of a Bachelor degree). A CPA or income, estate and gift tax return preparation experience preferred. Other qualifications include experience with OneSource Trust Tax and GoSystem tax software. Working knowledge of fiduciary, income, estate and gift taxes, ability to work independently and in a team setting, ability to work within defined time-frames with minimum supervision and excellent oral and written communication, organizational and problem-solving skills essential. Proficiency in MS Office suite software including: Word, Excel, Internet Explorer and Outlook.
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