Trusts & Estates Paralegal
- Prepare and file Surrogate’s court documents (such as probate petitions)
- Draft estate tax returns (Form 706)
- Use FPS Accounting and Tax software (OneSource/FastTax), Estate Valuations & Pricing Systems, Inc. (EVP), and HotDocs
- Open & maintain estate accounts
- Locate, valuate, and collect assets
- Assist fiduciary accountant to prepare fiduciary income tax returns (Form 1041)
- Prepare accountings and Inventory of Assets
- Act as liaison between attorneys, clients, accountants, brokers, financial planners, and appraisers
- Calculate fiduciary commissions and beneficiary distributions
- At least 3+ years of experience
- BA/BS required
Job Type: Full-time
Salary: Open, dependent on experience
Date Active: 5.19.2016
Exempt/Not Exempt: Not Exempt