SNFout ยท 1 day ago
Trust and Estate Administration Paralegal (AMLAW 200 Candidates ONLY!)
Boca Raton, FL
Full-time
Onsite
Mid, Senior Level
$76K/yr - $162K/yr
5+ years expSNFout is seeking a Trust and Estate Administration Paralegal with over 5 years of experience to join their offices in New Jersey, New York, or Florida. The role involves managing all aspects of estate and trust administration, including probate and client communication.
Hospital & Health Care
Responsibilities
Handling all phases of estate and trust administration, including probate
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding
Deed work
Qualification
Required
5 plus years experience in Trust and Estate Administration
Responsible for handling all phases of estate and trust administration
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding
Deed work
Superior communication and mathematical skills
Highly organized and possess the ability to prioritize
Be a team player
Excellent written and verbal skills
Preferred
College degree and/or paralegal certificate preferred
Knowledge of New Jersey, New York and Florida probate a plus
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus
Will consider a JD/paralegal candidate as well
Benefits
Competitive starting salary
Comprehensive benefits program
Company
SNFout
Recruiting Agency.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase