Senior Fiduciary Administrator: Trusts & Estates Paralegal

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

Benefits offered by this job

Remote work option

Hybrid or on-site flexibility

Job summary

Jobot is seeking an experienced fiduciary administrator or trusts and estates paralegal to anchor the department in New York. This role handles federal estate and gift tax returns (Forms 706 and 709), oversees the estate administration process from start to finish, and manages probate filings in NY.

The position offers Big Law–level work with flexibility to work remotely, hybrid, or in-office in Westchester or NYC.

Qualifications

• Several years of trusts and estates experience, ideally in a big law or 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.

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 administration

Tax return preparation

New York probate

Job description

Jobot is seeking an experienced fiduciary administrator or trusts and estates paralegal to anchor the department in New York. This role handles federal estate and gift tax returns (Forms 706 and 709), oversees the estate administration process from start to finish, and manages probate filings in NY.

The position offers Big Law–level work with flexibility to work remotely, hybrid, or in-office in Westchester or NYC.