Trust & Estate Administrator

Archer & Greiner, P.C.; Voorhees Township (NJ); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Profit sharing

Paid time off

Short-term and long-term disability

Life insurance

Parental leave

Job summary

Archer & Greiner, P.C. in Voorhees, NJ is hiring a Trust & Estate Administrator to join the Private Wealth, Estates & Trusts Practice Group. This full-time, in-office role handles probate, trust and estate administration, tax returns, fiduciary accounting, document prep, and client management. 3+ years in estate tax return prep and fiduciary accounting are preferred.

Salary ranges from $80,000 to $105,000 with a comprehensive benefits package. Equal opportunity employer committed to diversity.

Qualifications

• 3+ years in inheritance and estate tax return preparation.
• 3+ years fiduciary accounting experience preferred.
• 3+ years fiduciary income and gift tax return preparation preferred.
• Bachelor’s degree and/or Paralegal certificate required.
• Experience in trust & estate administration planning preferred.
• Prior law firm experience preferred.
• Excellent written and verbal communication; strong attention to detail.

Responsibilities

• Assist probate, trust and estate administration from inception through closing.
• Prepare and file inheritance, estate, and gift tax returns.
• Prepare and review fiduciary accountings.
• Prepare and file fiduciary income tax returns.
• Provide responsive service to clients on trust and estate matters.

Skills

Analytical skills

Strong communication

Time management

MS Office proficiency

Education

Bachelor’s degree or Paralegal certificate

Tools

Microsoft Office

Job description

Archer & Greiner ("Archer"), P.C., one of the region's leading full-service law firms, is seeking a Trust & Estate Administrator to join our Private Wealth, Estates & Trusts Practice Group in our Voorhees, NJ office. This is a full-time, in-office position, Monday through Friday.

The Trust & Estate Administrator will manage a broad range of trust and estate matters, including tax returns preparation, fiduciary accounting, estates and trust administration, document preparation, and client case management.

RESPONSIBILITIES:

• Assist with probate, trust and estate administration processes from inception through closing.


• Prepare and file inheritance, estate, and gift tax returns.


• Prepare and review fiduciary accountings.


• Prepare and file fiduciary income tax returns.


• Provide responsive and exceptional service to the firm’s clients on trust and estate matters.

QUALIFICATIONS:

• 3+ years of experience in inheritance and estate tax return preparation required.


• 3+ years of experience in fiduciary accounting preferred.


• 3+ years of experience in fiduciary income and gift tax return preparation preferred.


• Bachelor’s degree and/or Paralegal certificate required.


• Experience in trust & estate administration planning preferred.


• Prior law firm experience preferred.


• Proficiency with Microsoft Office applications.


• Excellent analytical, organizational, and time-management skills.


• Strong written and verbal communication skills.


• Exceptional attention to detail.

Salary and Benefits:

Archer offers a competitive salary and a comprehensive benefits package. The salary range for this position is $80,000 – $105,000, commensurate with experience.

Benefits include:

• Medical insurance


• 401(k) plan


• Profit sharing


• Paid time off


• Short-term and long-term disability


• Life insurance


• Parental leave


• Additional benefits, subject to the terms and conditions of each plan

About Archer:

For more than 95 years, Archer & Greiner has provided full-service litigation and transactional legal services to clients ranging from Fortune 100 companies to closely held and family-owned businesses. With approximately 175 attorneys across nine offices, Archer serves clients across a diverse range of industries and is committed to delivering exceptional legal service through collaboration, innovation, and a client-focused approach.

Archer & Greiner, P.C. is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.