Legal Staff Paralegal in Hoboken, NJ

In-House

Hoboken, NJ

Legal Staff Paralegal in Hoboken, NJ

Legal Staff

Min 2 yrs required

No

Job Title: Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services

Job Responsibilities:
The Tax Analyst in the Fiduciary Trust & Estate Tax Administration Services (FTEAS) team is responsible for providing trust tax compliance outsourcing and support services for various organizations, including banks, wealth management firms, family offices, trust companies, and law firms. The role involves preparing and reviewing fiduciary accountings for trusts, estates, and guardianships, managing client relationships, and maximizing operating efficiency. Key responsibilities include:
- Preparing and reviewing fiduciary accountings for trusts, estates, and guardianships.
- Reviewing trust and estate documents, including trust instruments, wills, and IRS Form 706.
- Reviewing and interpreting source data, such as bank and brokerage statements, to determine proper accounting treatment.
- Participating in internal and external training to maintain and enhance knowledge of fiduciary law and software applications.
- Communicating regularly with client liaisons and client trust administration teams.
- Interacting and communicating with supervisors and department/company co-workers, including data entry staff.
- Managing the entire process of accounting, including monthly billing.
- Organizing and maintaining personal account workload.
- Maintaining annual firm-required CPE credits.
- Participating in business development activities.

Education and Experience Information:
To qualify for the role, candidates must possess:
- A bachelor's degree in Accounting, Finance, Economics, or a related field.
- A minimum of 2 years of experience in preparing fiduciary accountings.
- Knowledge of current fiduciary accounting law.
- Strong technical, verbal, and written communication skills for internal and client meetings.
- Experience in managing client relationships.
- Detail-oriented nature.
- Strong technical skills in basic computer software applications, including Microsoft Word and Excel.
- Approximately 2 years of work experience in a professional services or professional tax organization.
- Excellent interpersonal, analytical, and problem-solving abilities.
- Ability to adapt work style to collaborate with both internal and client team members.
- Strong analytical, quantitative, interpersonal, and written/verbal communication skills, problem-solving ability, and attention to detail.
- Willingness to travel as needed and work in a balanced hybrid environment.

Ideally, candidates will also have:
- Experience working with the Thomson Reuters FAS accounting system, though not required.
- A Paralegal degree with trust and estate knowledge, with experience in an accounting firm or bank trust department preferred.
- Experience working in a law firm preferred, but not required.

Salary Information:
The position offers a competitive salary. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. In the New York City Metro Area, Washington State, and California (excluding Sacramento), the salary range is $70,100 to $109,400. Individual salaries are determined through various factors, including education, experience, knowledge, skills, and geography. Additionally, the Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Additional Information:
The company offers a comprehensive compensation and benefits package, rewarding performance and recognizing the value brought to the business. The company operates in a flexible, hybrid model, expecting most external, client-serving roles to work in person 40-60% of the time over engagements, projects, or the year. The company supports physical, financial, and emotional well-being through a flexible vacation policy, designated paid holidays, winter/summer breaks, and personal/family care and other leaves of absence.

The company is committed to high ethical standards and integrity, expecting all candidates to demonstrate these qualities. The company provides equal employment opportunities without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis. The company is also committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.