Senior Fiduciary Administrator — Remote Trusts & Estates

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

Job summary

Jobot seeks an experienced fiduciary administrator or trusts and estates paralegal to handle estate administration at or above associate level. You will prepare federal estate and gift tax returns (Forms 706 and 709) and NY equivalents, manage the administration process from start to finish, and file probate petitions.

The ideal candidate thrives in a fast-paced, partner-run environment with little bureaucracy, and can step in, own the work, and grow as volume rises.

Qualifications

• Several years of trusts and estates experience, ideally in 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

Estate tax returns (706/709)

NY probate knowledge

Independence / caseload management

Estate tax software

Tools

Estate tax software

Job description

Jobot seeks an experienced fiduciary administrator or trusts and estates paralegal to handle estate administration at or above associate level. You will prepare federal estate and gift tax returns (Forms 706 and 709) and NY equivalents, manage the administration process from start to finish, and file probate petitions.

The ideal candidate thrives in a fast-paced, partner-run environment with little bureaucracy, and can step in, own the work, and grow as volume rises.