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Title : Estate and Trust Administration Paralegal

Location : Connecticut - New Haven
Refer to Job # IHGC758691

Estate and Trust Administration Paralegal The candidate will work within our Estate Administration Department, with responsibilities including preparation of estate, gift, and income tax returns with particular emphasis on tax returns and accountings preparation. Preparation of probate documents, death, gift and income tax returns for large estates. Prepare income projection and income tax planning. Maintain checkbook and other bank and security or investment accounts. Assist with federal and state audits. Accumulate, value, and inventory all assets including real and personal property, financial accounts, stock holdings and safety deposit boxes. Calculate estimated taxes and cash needs. Transfer assets to beneficiaries and file all necessary paperwork to receive benefits. Prepare post mortem planning calculations. Perform other job duties as assigned and assist attorneys where needed. The candidate must have 5+ years as trust and estate administration paralegal or experience in a similar field OR entry level professional with strong tax or accounting background as we are willing to train the right candidate. Knowledge of tax and probate accounting software with Pro Systems and GEMS is a plus. Strong working knowledge of Excel, Microsoft Word, and Outlook. Experience with FileSite and Elite is highly preferred. Must possess the ability to multi-task and work under strict deadlines with strong attention to detail. Ability to work independently when/if required. Must have strong written and verbal communication skills. Should have familiarity with legal terminology pertinent to the area of assignment. Must have Bachelor's Degree required with a preference for the degree to be in accounting, tax.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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