Trusts & Estates Paralegal

Prepare and file Surrogate’s court documents (such as probate petitions)
Draft estate tax returns (Form 706)
Use FPS Accounting and Tax software (OneSource/FastTax), Estate Valuations & Pricing Systems, Inc. (EVP), and HotDocs
Open & maintain estate accounts
Locate, valuate, and collect assets
Assist fiduciary accountant to prepare fiduciary income tax returns (Form 1041)
Prepare accountings and Inventory of Assets
Act as liaison between attorneys, clients, accountants, brokers, financial planners, and appraisers
Calculate fiduciary commissions and beneficiary distributions
At least 3+ years of experience
BA/BS required

Job Type: Full-time

Salary: Open, dependent on experience

Date Active: 5.19.2016

Exempt/Not Exempt: Not Exempt

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