Fiduciary Administrator

Leoforce; New York (NY); Remote; USD 150,000 - 175,000; Full time

Job summary

Leoforce is seeking an experienced fiduciary administrator or trusts and estates paralegal in New York who can handle estate administration end-to-end, prepare Forms 706 and 709, and manage probate filings. The role offers flexibility with remote, hybrid, or in-office work in NYC or Westchester, with compensation above $150K for the right candidate and room to grow as the practice expands.

There is potential to oversee and train junior staff as volume increases, with a path to leadership within

Qualifications

• Several years of trusts and estates experience in a big law or sophisticated boutique T&E group.
• Hands on experience preparing 706 and 709 returns.
• Strong working knowledge of New York probate and estate administration.
• Proficiency with estate tax preparation software.
• Able to work independently and manage a caseload with minimal supervision.
• New York based candidates preferred, but open to remote for the right person.

Responsibilities

• Prepare Forms 706 and 709 and New York State estate and gift tax returns using tax preparation software.
• Manage estate administration matters, including asset collection, valuation, and distribution.
• Prepare and file probate petitions and related court filings.
• Coordinate with attorneys, clients, accountants, and financial institutions.
• Track deadlines and maintain organized matter files.
• Support the T&E partner on high net worth client matters.

Skills

Trusts & Estates

Estate administration

Form 706

Form 709

New York probate

Estate tax software

Independent worker

Tools

Estate tax software

Job description

Fiduciary Administrator

New York, NY, US

6970299

21 hours ago

Job Description

Experience: Senior Level

Salary: $150,000 - $175,000 per year

Job Details

We're looking for an experienced fiduciary administrator or trusts and estates paralegal who knows their way around estate administration and can operate at or above the level of an early associate. This person will prepare federal estate and gift tax returns (Forms 706 and 709) and the New York State equivalents, manage the estate administration process from start to finish, and handle probate filings, including preparing and filing probate petitions.

The current person in this seat was the practice's first hire and is retiring in November, so we're looking for someone who can step in, take ownership of the work, and grow with the practice as volume increases. For a highly experienced candidate, there's a path to overseeing and training junior staff over time.

Responsibilities

• Prepare Forms 706 and 709 and New York State estate and gift tax returns using tax preparation software
• Manage estate administration matters, including asset collection, valuation, and distribution
• Prepare and file probate petitions and related court filings
• Coordinate with attorneys, clients, accountants, and financial institutions
• Track deadlines and maintain organized matter files
• Support the T&E partner on high net worth client matters

Qualifications

• Several years of relevant trusts and estates experience, ideally in a big law or sophisticated boutique T&E group
• Hands on experience preparing 706 and 709 returns
• Strong working knowledge of New York probate and estate administration
• Proficiency with estate tax preparation software
• Able to work independently and manage a caseload with minimal supervision
• New York based candidates preferred, but open to remote for the right person

A bit about us

We're a young, entrepreneurial law firm founded in 2017 with a growing trusts and estates practice serving high net worth individuals and families. The partner who runs the T&E group sets the terms for his own department, which means decisions on comp, structure, and flexibility get made quickly and without a committee. A recent merger is driving a significant increase in estate and gift tax work, and we're adding a senior fiduciary administrator to anchor that side of the practice.

Why join us?

• Sophisticated big law level T&E work with the flexibility of a small firm
• Fully remote, hybrid, or in office in Westchester or NYC, your call
• Comp that reflects your experience, with real room above $150K for the right person
• Willingness to build a comp structure around how much you want to work
• Partner-run department with no bureaucracy between you and the person making decisions
• Long term seat replacing a retiring team member, not a churn position

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