Paralegal

Devana Group - Recruitment and Business Solutions; Parsippany-Troy Hills (NJ); Vor Ort; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

A leading law firm seeks an Estate and Trust Administrative Paralegal to support their experienced team. The role involves document preparation, asset valuation, and managing deadlines in estate planning and trust administration. Applicants should have a degree and paralegal certification, along with proficiency in Microsoft Office and tax preparation software.

Qualifikationen

• Experience with tax preparation software (e.g., FastTax, ProSystems).
• Familiarity with Probate Courts procedures preferred.
• Ability to learn advanced software programs.

Aufgaben

• Identifying, gathering, and valuing assets.
• Preparing probate and estate administration documents.
• Managing a docket system and tracking deadlines.

Kenntnisse

Research

Client confidentiality

Valuation of assets

Document management

Ausbildung

Undergraduate degree and paralegal certification

Tools

Microsoft Office

Tax preparation software

Document management software

Jobbeschreibung

Parsippany-Troy Hills, NJ, United States

Estate and Trust Administrative Paralegal

A leading law firm specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.

Responsibilities:

· Identifying, gathering, and valuing assets;

· Preparing various probate and estate administration documents;

· Preparing accountings for both estates and trusts;

· Preparing death tax returns, including federal and state estate tax returns;

· Preparing federal and state fiduciary income tax returns;

· Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;

· Managing a docket system and tracking deadlines; and

· Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

· Undergraduate degree and paralegal certification (or equivalent);

· Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred;

· Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;

· Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);

· Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and

· Good understanding of basic business relationships and client confidentiality principles.

If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this exciting opportunity.