Remote Fiduciary Administrator for Trusts & Estates

Jobot; City of Yonkers (NY); Remote; USD 150,000 - 175,000; Full time

Job summary

Jobot is seeking an experienced fiduciary administrator or trusts and estates paralegal to handle estate administration, tax returns (706/709), and probate filings. Remote work or Westchester/NYC hybrid options are available as volume grows.

The role offers big-law level work with flexible compensation and a path to leadership over time. The ideal candidate will manage a full caseload, work independently, and support a senior fiduciary administrator in high net worth 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.

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 experience

Independent caseload management

Strong NY probate knowledge

Tools

Estate tax software

Job description

Jobot is seeking an experienced fiduciary administrator or trusts and estates paralegal to handle estate administration, tax returns (706/709), and probate filings. Remote work or Westchester/NYC hybrid options are available as volume grows.

The role offers big-law level work with flexible compensation and a path to leadership over time. The ideal candidate will manage a full caseload, work independently, and support a senior fiduciary administrator in high net worth matters.