Job Details

Paralegal Estate And Trust Administration

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Aug 09,2018

Posted on

Jul 19,2018

Years of Experience

Min 1 yrs required

Location

Stamford, CT
Practice Area
Trusts and Estates >> Trusts and Estates
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Paralegal, Estate and Trust Administration The candidate will be identifying, gathering, and valuing assets; and preparing various probate and accounting documents. Will be preparing accountings for both estates and trusts, when required. Preparing death tax returns, including the federal estate tax return and state estate tax returns. Preparing federal and state individual and fiduciary income tax returns. Preparing other returns as may be appropriate (including for example federal gift tax returns, and returns of private foundations). 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 is needed. Familiarity with procedures of courts and regulatory agencies is 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 is essential. Good understanding of basic business relationships and client confidentiality principles is needed.

Company info

Hiring Coordinator
Day Pitney LLP
One Canterbury Green
Stamford, CT 06901
Fax: 203-977-7301

Review:

"Excellent Benefit's"

Former Employee - Reviewed on December 18, 2017

They should cut back on the video conferencing and there should be more weekly conferences and discussions that are face to face.

Pros : The benefits of working at this firm are great. The salary is great and they just expanded the paid leave not too long ago.
Cons : There tends to be too much video conferencing for my tastes. I prefer more face to face interaction with my fellow employee's.
Current or former employee? : Former Employee

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