On-Site Trusts & Estates Legal Bookkeeper

Haley Stuart Group; Newark (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Haley Stuart Group in the United States is seeking a seasoned Legal Bookkeeper - Trusts & Estates for an on-site role to support its fiduciary matters. The ideal candidate has 2+ years of fiduciary bookkeeping experience in a law or accounting firm and strong knowledge of estate processes and tax filings.

You will manage estate and trust accounts, prepare disbursements, coordinate bill payments, and assist attorneys with reporting.

Qualifications

• 2+ years of Trusts & Estates or fiduciary bookkeeping experience in law or accounting firm.
• Associate's or Bachelor's degree or Paralegal Certificate required.
• High degree of accuracy, organization, and discretion; strong communication with attorneys and clients.

Responsibilities

• Manage and reconcile estate and trust checkbooks.
• Prepare disbursements, beneficiary payments, and expense checks.
• Coordinate bill payments and maintain complete transaction records.
• Assist attorneys with fiduciary account setup and reporting; support for estate/trust administration.

Skills

Trusts & Estates bookkeeping

Fiduciary bookkeeping

Attention to detail

Communication with attorneys and 1:1

Microsoft Office proficiency

Education

Associate's or Bachelor's degree (or Paralegal Certificate)

Tools

Microsoft Office

iManage

Job description

Haley Stuart Group in the United States is seeking a seasoned Legal Bookkeeper - Trusts & Estates for an on-site role to support its fiduciary matters. The ideal candidate has 2+ years of fiduciary bookkeeping experience in a law or accounting firm and strong knowledge of estate processes and tax filings.

You will manage estate and trust accounts, prepare disbursements, coordinate bill payments, and assist attorneys with reporting.