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Trust and Estates Paralegal

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Trust and Estates Paralegal

  • Sector:

    Legal

  • Job type:

    Full Time Direct Hire

  • Contact:

    Rachel Teehan

  • Contact email:

    Rachel Teehan

  • Contact phone:

    Rachel Teehan

  • Job ref:

    4475

  • Published:

    3 months ago

  • Expiry date:

    31 Oct 00:00

 

Trust and Estates Paralegal

New York, NY

Job Id: 4475

 

Are you looking to make a career change to a rapidly growing, stable, and professional company? This exciting opportunity offers a competitive salary plus an excellent benefits package including medical insurance, dental insurance, and vision insurance. Does this position match your future career goals? Then this opportunity could be the right fit for you.

 

RESPONSIBILITIES:

  • Recognize valuing assets
  • Compose and develop accounting documents
  • Provide accountings and reports for both estates and trusts
  • Arrange federal estate tax returns and state estate tax returns as well as death tax returns
  • Prepare Form 706-NA
  • Assist attorneys with assessing wills and trust agreements
  • Use multiple sources to research issues of law to assist the attorneys

 

QUALIFICATIONS:

  • Paralegal certification
  • Knowledgeable with court procedures
  • Proficient with Microsoft Office and PDF software
  • Proficient with FastTax, ProSystems, OneSource, or any other accounting/tax preparation software
  • 2+ years of paralegal experience
  • 2+ years of Trusts and Estates experience

 

BENEFITS:                                                                                 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Direct Hire
  • Paid PTO

 

 

Ask for: Rachel Teehan

rteehan@ajuliaexecutivesearch.com

Ajulia Executive Search is a New Jersey based Executive Search Firm specializing in retained searches in multiple sectors, including Manufacturing, Finance, IT, Legal, and Pharmaceutical. We have a nationwide client base and offer services in temporary and direct hire placements.

 

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