Legal Staff Paralegal in Jericho, NY

In-House

Jericho, NY

Legal Staff Paralegal in Jericho, NY

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) will assist in managing the FTEAS business from their respective office. They will support the FTEAS leadership team in implementing the overall strategy of the business. The analyst will provide trust tax compliance outsourcing and support services for organizations using a trust accounting system, including banks, wealth management firms, family offices, trust companies, and law firms. Key responsibilities include:

- Preparing and reviewing fiduciary accountings for trusts, estates, and guardianships.
- Reviewing trust and estate documents, such as trust instruments, wills, and IRS Form 706.
- Reviewing and interpreting source data (., bank statements, brokerage statements, checking accounts) 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 liaison and/or client trust administration teams.
- Interacting and communicating with immediate supervisors and department/company coworkers, including data entry staff.
- Managing the start-to-finish process of an accounting, including monthly billing.
- Organizing and maintaining personal account workloads.
- Maintaining annual firm-required CPE credits.
- Participating in business development activities.

Education and Experience Information:
To qualify for the role, candidates must have:

- A bachelor's degree in Accounting, Finance, Economics, or a related field.
- A minimum of 2 years of experience in the preparation of fiduciary accountings.
- Knowledge of current fiduciary accounting law.
- Strong technical, verbal, and written communication skills with the ability to participate in internal and client meetings.
- Experience managing client relationships.
- Detail-oriented approach.
- 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.
- The ability to adapt work style to collaborate with both internal and client team members.
- Strong analytical, quantitative, interpersonal, and written/verbal communication skills, along with 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 this is not required.
- A Paralegal degree with trust and estate knowledge and experience in an accounting firm or bank trust department is preferred.
- Experience working in a law firm is preferred, though 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. The base salary range for the New York City Metro Area, Washington State, and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within these ranges are determined by 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. The company offers a flexible vacation policy, designated paid holidays, winter/summer breaks, personal/family care, and other leaves of absence to support physical, financial, and emotional well-being.

What We Offer You:
The company provides future-focused skills development and world-class experiences, empowering employees in a flexible environment with a diverse and inclusive culture of globally connected teams. The comprehensive compensation and benefits package rewards performance and recognizes the value brought to the business. The company follows a team-led and leader-enabled hybrid model, expecting most people in external, client-serving roles to work together in person 40-60% of the time over the course of an engagement, project, or year.

The company is committed to high ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. The company provides equal employment opportunities to applicants and employees 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, including arrest and conviction records, in accordance with applicable law. The company is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.