Senior Trust & Estates Paralegal — Hybrid, NY/NJ/FL

SourcePro Search, LLC; New York (NY); Hybrid; USD 167.000 - 204.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Zusammenfassung

SourcePro Search, LLC is seeking a Senior Trust & Estates Paralegal in a hybrid, full-time capacity in the New York area. The role handles all phases of estate/trust administration, probate filings in NY/NJ/FL, and preparation of fiduciary documents.

The ideal candidate has 7+ years in trust & estates, strong knowledge of estate tax filings (706, 709), and proficiency with ONESOURCE/Fast Tax, HotDocs, MS Office, and iManage. Bilingual Spanish is a plus.

Qualifikationen

• Minimum 7+ years of experience as a Trust & Estates Paralegal in a law firm or trust company.
• Proven expertise in probate procedures in NY, NJ, or FL.
• Advanced knowledge of estate tax filings, including Forms 706 and 709.
• Proficiency in ONESOURCE/Fast Tax, HotDocs, and Microsoft Office (Word, Excel).
• Experience with iManage or other document management systems is a plus.
• Bilingual (Spanish) is a plus but not required.

Aufgaben

• Manage all phases of estate and trust administration, including probate and post-mortem tasks.
• Prepare and file probate and administration documents in New York, New Jersey, and/or Florida.
• Draft fiduciary accountings, asset distribution schedules, and trust funding documents.
• Prepare and file federal and state estate tax returns (Forms 706, 709, and state equivalents).
• Communicate regularly with clients, accountants, financial advisors, and other stakeholders.
• Coordinate asset valuations, transfers, and deed work.
• Track critical deadlines and maintain matter status reports.
• Collaborate with attorneys and provide litigation support in contested estate matters, if needed.
• Use estate tax and document preparation software to streamline tasks and maintain accuracy.

Jobbeschreibung

SourcePro Search, LLC is seeking a Senior Trust & Estates Paralegal in a hybrid, full-time capacity in the New York area. The role handles all phases of estate/trust administration, probate filings in NY/NJ/FL, and preparation of fiduciary documents.

The ideal candidate has 7+ years in trust & estates, strong knowledge of estate tax filings (706, 709), and proficiency with ONESOURCE/Fast Tax, HotDocs, MS Office, and iManage. Bilingual Spanish is a plus.