TRUSTS & ESTATES ADMINISTRATION PARALEGAL

Min 5 yrs required

Full-time

No

Role: Trusts & Estates Administration Paralegal
Location: New Jersey, New York, or Florida
Experience: 5+ years

Job Summary:
The Trusts & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration, including probate, communication with clients and financial professionals, and preparation of tax returns and fiduciary accountings. The ideal candidate will have a strong knowledge of estate tax software, excellent communication and mathematical skills, and the ability to work well in a team. This position offers a competitive salary and comprehensive benefits program.

Responsibilities:
- Manage all phases of estate and trust administration
- Handle probate process (knowledge of New Jersey, New York, and Florida probate a plus)
- Communicate with clients, financial planners, and accountants
- Prepare federal and state estate tax returns and fiduciary accountings
- Distribute estate assets and fund trusts
- Complete deed work and other related tasks
- Utilize estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word

Requirements:
- 5+ years of experience in trusts and estates administration
- Highly organized with the ability to prioritize tasks
- Excellent written and verbal communication skills
- Working knowledge of estate tax software, HotDocs, and Microsoft Word
- College degree and/or paralegal certificate preferred
- JD/paralegal candidates will also be considered

Salary:
- Competitive starting salary
- Comprehensive benefits program
- Salary range: $76,500 to $162,500

Location:
This position is available in our New Jersey, New York, or Florida offices.

Join Our Team:
We are looking for a motivated and experienced Trusts & Estates Administration Paralegal to join our team. If you have a passion for estate planning and a desire to work in a dynamic and collaborative environment, we encourage you to apply for this position. We value diversity and are an equal opportunity employer.

Benefits:
- Competitive salary
- Comprehensive benefits program
- Opportunity for growth and advancement within the firm
- Collaborative and supportive work environment

About Us:
Our law firm specializes in estate planning, trust and estate administration, and tax planning. We have a team of experienced attorneys and paralegals who are dedicated to providing our clients with the highest level of service. We value our employees and strive to create a positive and rewarding work environment.

H1: Trusts & Estates Administration Paralegal Position Available in New Jersey, New York, or Florida Offices
H2: Join Our Team: Experienced and Motivated Paralegal Wanted

Law Firm Seeking Trusts & Estates Administration Paralegal in New Jersey, New York, or Florida Offices

- Seeking a Trusts & Estates Administration Paralegal with 5+ years experience
- Responsible for all phases of estate and trust administration
- Superior communication and mathematical skills required
- Strong knowledge of estate tax software, HotDocs, and Microsoft Word preferred
- Competitive salary and comprehensive benefits program offered
- Must be highly organized and able to work in a team
- JD/paralegal candidates will also be considered
- Opportunity for growth and advancement within the firm
- Join our team of experienced attorneys and paralegals
- Equal opportunity employer, valuing diversity in the workplace.

Not specified

Comprehensive benefits program

Not specified

Estate and Trust Administration, Probate, Estate Tax Returns, Fiduciary Accounting, Communication, Financial Planning, Accountancy, Deed Work, Estate Asset Distribution, Trust Funding, Microsoft Word, ONESOURCE/Fast Tax, HotDocs, Organization, Prioritization, Teamwork, Written and Verbal Communication

College degree and/or paralegal certificate preferred, JD/paralegal candidate considered

Interested candidates should submit their resume, cover letter, and salary requirements to [company email address].

Qualification and Experience College degree and/or paralegal certificate preferred, JD/paralegal candidate considered

Legal