The Goodkind Group, LLC · 4 days ago
Bookkeeper Law Firm (Trust & Estate experience) Hybrid
The Goodkind Group, LLC is a leading law firm in Newark seeking an experienced Trust & Estates Bookkeeper to support their Tax, Trusts & Estates practice. This role involves managing fiduciary accounts, preparing checks, reconciling bank statements, and assisting with estate administration tasks.
ConsultingHuman ResourcesRecruitingStaffing Agency
Responsibilities
Manage estate and trust fiduciary accounts and checkbooks
Prepare checks for expenses, distributions, and disbursements
Reconcile bank statements and maintain accurate records
Coordinate with attorneys to ensure timely payment of invoices
Assist with internal accounting systems and process improvements
Communicate with clients, beneficiaries, and professionals
Maintain organized and up-to-date client files
Gather and analyze probate and non-probate asset information
Prepare asset inventories and assist with estate accountings
Track trust income, expenses, distributions, and beneficiaries
Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)
Assist with estate tax projections and administration cost estimates in coordination with attorneys
Draft routine correspondence and assist with court filings
Use Microsoft Word, Excel, Outlook, and iManage
Qualification
Required
2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
Associate's or Bachelor's degree, or Paralegal Certificate