Tax & Estate Associate

Elevate Flexible Legal Resourcing; Miami (FL); Sur place; USD 80 000 - 160 000; Plein temps

Avantages offerts par ce poste

Professional and collaborative work environment

Opportunity for growth in a multi-jurisdictional practice

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Estate and trust administration

Probate knowledge

Client communication

Organizational skills

Mathematical skills

Formation

College degree and/or paralegal certificate

Licensed JD

Outils

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Description du poste

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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:

• 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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