Law Firm
New York City, NY
Legal Staff Paralegal in New York City, NY
Legal Staff
No
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Estate Administration Paralegal The candidate will prepare of probate documents, death, gift and income tax returns for large estates. Prepare income projection and income tax planning. Maintain checkbook and other bank and security or investment accounts. Assist with federal and state audits. Accumulate, value, and inventory all assets including real and personal property, financial accounts, stock holdings and safety deposit boxes. Calculate estimated taxes and cash needs. Transfer assets to beneficiaries and file all necessary paperwork to receive benefits. Prepare post mortem planning calculations. Perform other job duties as assigned and assist attorneys where needed. Bachelor's Degree is required with a preference for the degree to be in accounting, tax or accounting. Should preferably have 5+ years as trust and estate administration paralegal or experience in a similar field OR entry level professional with strong tax or accounting background.
Mar 23, 2022
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