Tax & Estate Attorney

Elevate Flexible Legal Resourcing; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional and collaborative work environment

Opportunity to contribute to a well-regarded, multi-jurisdictional practice

Job summary

A leading law firm is seeking a Trust and Estates Administration Associate Attorney to join its team in Florida. This role requires a minimum of five years of experience in estate and trust administration, along with familiarity in probate procedures across New Jersey, New York, and Florida. The ideal candidate will be responsible for overseeing estate and trust administration, preparing probate filings, and maintaining communication with clients and financial stakeholders. A collaborative work environment is offered with competitive compensation.

Qualifications

• Minimum of five years’ experience in estate and trust administration.
• Experience communicating with clients, financial planners, and accountants.
• Ability to prioritize, work independently, and contribute to a team.

Responsibilities

• Oversee estate and trust administration from initiation through completion.
• Prepare and manage probate filings, tax returns, accountings, and related documentation.
• Maintain clear and timely communication with stakeholders.

Skills

Knowledge of probate processes in NJ, NY, and FL

Proficiency in estate tax software (ONESOURCE/Fast Tax)

Superior communication skills

Organizational skills

Mathematical skills

Education

JD in any of the listed jurisdictions

College degree and/or paralegal certificate

Tools

Microsoft Word

HotDocs

Job description

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Locations: New Jersey, New York, or Florida

Employment Type: Full-Time

Overview:

A leading law firm is seeking a Trust and Estates Administration Associate Attorney with a minimum of five years of relevant experience to join its offices in New Jersey, New York, or Florida. The ideal candidate will bring deep knowledge of estate and trust administration, with familiarity in probate procedures across NJ, NY, and FL considered a strong asset.

Requirements:

• Minimum of five years’ experience in estate and trust administration
• Knowledge of probate processes in NJ, NY, and FL preferred
• Experience preparing federal and state estate tax returns and fiduciary accountings
• Comfortable communicating with clients, financial planners, and accountants
• Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word preferred
• Superior communication, organizational, and mathematical skills
• Ability to prioritize, work independently, and contribute to a team
• College degree and/or paralegal certificate preferred
• Licensed JD in any of the listed jurisdictions

Responsibilities:

• Oversee estate and trust administration from initiation through completion
• Prepare and manage probate filings, tax returns, accountings, and related documentation
• Coordinate the distribution of estate assets and trust funding
• Draft deeds and handle supporting transactional paperwork
• Maintain clear and timely communication with stakeholders

Benefits and Growth:

• Professional and collaborative work environment
• Opportunity to contribute to a well-regarded, multi-jurisdictional practice

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

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