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Title : Trusts & Estates Paralegal
Location : New York - Long IslandRefer to Job # VKMF735515
Trusts & Estates Paralegal The candidate will be responsible for preparation of probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041s prepared by outside accountants, preparation of receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney. Should have 2+ yrs. estate 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 filings; and knowledge of estate and trust income taxation. Must have experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel. Bachelor's degree required. Knowledge of fiduciary accounting preferred.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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