Trust and Estates Paralegal
Posted on Oct 7, 2024 by Fawkes IDM
Boca Raton, FL
Legal
Immediate Start
Annual Salary
Full-Time
A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities:
handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role.
College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must.
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
Responsibilities:
handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role.
College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must.
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
Reference: 199081785
https://jobs.careeraddict.com/post/96001496
Trust and Estates Paralegal
Posted on Oct 7, 2024 by Fawkes IDM
Boca Raton, FL
Legal
Immediate Start
Annual Salary
Full-Time
A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities:
handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role.
College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must.
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
Responsibilities:
handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role.
College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must.
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
Reference: 199081785
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