Trust Clerk jobs in Passaic, NJ

National Law Firm seeks skilled T&E Paralegal for a Hybrid WFH Role - High Comp

This Jobot Job is hosted by: Kevin Ross
Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and sending us your resume.
Salary: $65,000 - $115,000 per year

A bit about us:
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The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that the firm successfully meets its objective of distinguishing itself through exceptional service.

Please only apply if you have trust administration and estate planning experience.

Why join us?
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Medical
Dental
Vision
401K
WFH Flexibility
PTO

Job Details
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Responsibilities:

Identifying, gathering, and valuing assets;
Preparing various probate and estate administration documents;
Preparing accountings for both estates and trusts;
Preparing death tax returns, including federal and state estate tax returns;
Preparing federal and state fiduciary income tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
Managing a docket system and tracking deadlines; and
Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
Education and Experience:
Undergraduate degree and paralegal certification (or equivalent);
Experience working with both New Jersey and New York probate matters
Familiarity with procedures of Probate Courts, taxing authorities and regulatory agencies preferred;
Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and
Good understanding of basic business relationships and client confidentiality principles.

Interested in hearing more? Easy Apply now by clicking the "Apply On Company Site" button. #indtier1