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Title : Trusts And Estates Administration Paralegal

Location : New York - Long Island
Refer to Job # DXWR766180

This large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and civic matters. Associates receive in-house training in a variety of areas and early client contact and hands-on experience. There is a “business casual” dress code, but associates are expected to keep professional clothing at the office in case of short notice meetings. All associates are expected to spend at least 50 hours annually on pro bono, and this is part of their billable hour expectation of 1800.
Trusts and Estates Administration Paralegal The candidate will be responsible for managing and timely producing a high volume of complex, detailed work involving domestic and international estate administration, trust administration and fiduciary accounting in a manner that ensures that successfully meets its objective of distinguishing itself through exceptional service. Must be able to work independently, handling the administration of an estate from beginning to end collaborating with attorneys as needed. Responsibilities: Identifying, gathering, and valuing assets. Preparing various probate and accounting documents; Preparing accountings for both estates and trusts; Preparing death tax returns, including the federal estate tax return and state estate tax returns; Ancillary estate administration for nonresident alien (international) decedent estates, including preparation of Form 706-NA; Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts; Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources. Should have Undergraduate degree and paralegal certification (or equivalent). Familiarity with procedures of courts and regulatory agencies preferred. Must have experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software. Experience working with tax preparation and accounting software (FastTax, ProSystems, OneSource) preferred. Shave good understanding of basic business relationships and client confidentiality principles.

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