This listing was posted on PostJobFree.
Trusts and Estates Paralegal
Location:
New York, NY
Description:
T&E Paralegal-NYC - Private Clients Paralegal-This firm?s private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect clients? family, charitable and business objectives.The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration.ResponsibilitiesPrepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequestsPrepare, edit and review federal and state estate tax returnsPrepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax paymentsReview Form 1041s prepared by outside accountantsPrepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorneyBe proactive in upcoming filing deadlines and meeting necessary deadlinesLiaise with attorneys, clients and various government agencies and services Qualifications5+ years of experience in trusts and estates requiredBachelor?s degree requiredEstate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate?s Court related filingsKnowledge of estate and trust income taxationKnowledge of fiduciary accounting preferredExperience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate?s Court program and ExcelAbility to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environmentAbility to effectively communicate and work directly with clientsAbility to exercise discretion and maintain confidentiality of sensitive informationFlexibility to work outside regular business hours, including early mornings, evenings and weekends as needed *The base salary for this position is $100,000 to $130,000. Actual pay is determined based on a number of job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location and performance.
Company:
Lewis Search Group
Posted:
January 24 on PostJobFree
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to PostJobFree
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Trusts and Estates Paralegal
Trusts and Estates Paralegal is a Paralegal Jobs Paralegal Job at Lewis Search Group located in New York NY. Find other listings like Trusts and Estates Paralegal by searching Oodle for Paralegal Jobs Paralegal Jobs.
Trusts and Estates Paralegal is a Paralegal Jobs Paralegal Job at Lewis Search Group located in New York NY. Find other listings like Trusts and Estates Paralegal by searching Oodle for Paralegal Jobs Paralegal Jobs.