Tax & Estate Associate

Elevate Flexible Legal Resourcing

Miami (FL)

On-site

USD 80,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Professional and collaborative work environment

Opportunity for growth in a multi-jurisdictional practice

Job summary

A leading law firm, Elevate Flexible Legal Resourcing, is seeking a Trust and Estates Administration Associate to serve its offices in New Jersey, New York, or Florida. The role requires a minimum of five years of experience in estate and trust administration, with a focus on probate procedures. The ideal candidate will have strong communication and organizational skills and a licensed JD. This full-time position offers a salary ranging from $80,000 to $160,000, along with a collaborative work environment and professional growth opportunities.

Qualifications

Minimum of five years of 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.

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

Estate and trust administration

Probate knowledge

Client communication

Organizational skills

Mathematical skills

Education

College degree and/or paralegal certificate

Licensed JD

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Elevate Flexible Legal Resourcing

Legal Delivery Ninja | Fast, Flexible Legal Services Powered by ALSP Innovation| Serving Law Firms & Law Departments Globally

Locations: New Jersey, New York, or Florida

Salary Range: $80,000 – $160,000 (commensurate with experience)

Employment Type: Full-Time

Overview:

A leading law firm is seeking a Trust and Estates Administration Associate 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: