Senior Trusts & Estates Paralegal (Hybrid)

Liberty Personnel Services, Inc.; New York (NY); Hybride; USD 90 000 - 140 000; Plein temps

Résumé du poste

Liberty Personnel Services, Inc. seeks a Trusts and Estates Administrator to independently manage estate and trust matters, coordinating fiduciary tax and financial issues in a private client practice.

The role collaborates with attorneys, paralegals, accountants, fiduciaries, beneficiaries, and financial institutions to ensure timely, accurate administration. This full-time hybrid position requires strong technical knowledge, exceptional organizational skills, sound judgment, and the ability to

Qualifications

• Bachelor's degree required; paralegal certificate preferred.
• Minimum five years of estate and trust administration experience.
• Knowledge of probate, fiduciary accounting, and tax requirements.
• Experience with federal/state estate, gift, inheritance tax returns.
• Strong analytical and organizational and communication skills.
• Ability to work independently with minimal supervision.

Responsabilités

• Manage estate and trust administration from inception to completion.
• Coordinate fiduciary tax administration and prepare tax returns.
• Prepare estate/trust accountings and related documents.
• Maintain detailed financial records for high-net-worth clients.
• Monitor deadlines and coordinate next steps across matters.
• Communicate with attorneys, fiduciaries, banks, and clients.
• Guide junior paralegals and help improve workflows.

Connaissances

Estate administration

Fiduciary taxation

Communication skills

Independent judgment

Team leadership

Attention to detail

Formation

Bachelor's degree

Paralegal certificate (preferred)

Outils

Zane

CCH Axcess

OneSource

Microsoft Excel

Description du poste

Liberty Personnel Services, Inc. seeks a Trusts and Estates Administrator to independently manage estate and trust matters, coordinating fiduciary tax and financial issues in a private client practice.

The role collaborates with attorneys, paralegals, accountants, fiduciaries, beneficiaries, and financial institutions to ensure timely, accurate administration. This full-time hybrid position requires strong technical knowledge, exceptional organizational skills, sound judgment, and the ability to