Trust & Estates Paralegal ( Full-Time) ( Hybrid in either NJ, FL, NYC) jobs in United States
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Career Developers, Inc. · 2 weeks ago

Trust & Estates Paralegal ( Full-Time) ( Hybrid in either NJ, FL, NYC)

Career Developers Inc, a well-established staffing agency, is seeking a Trust & Estates Paralegal to join their team. The role involves handling all phases of estate and trust administration, including probate, and requires extensive communication with clients and financial planners.

Human ResourcesRecruitingStaffing Agency

Responsibilities

Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus)
Experience with extensive communication with clients, financial planners, and accountants, as well as preparation of federal and state estate tax returns, fiduciary accountings, distribution of estate assets and trust funding, deed work, etc
Superior communication and mathematical skills are a must
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word a plus
Candidates must be highly organized, prioritize, be team players, and have excellent written and verbal skills

Qualification

TrustEstate Paralegal experienceEstate tax software knowledgeProbate knowledgeMathematical skillsWrittenVerbal skillsMicrosoft WordHotDocsCommunication skillsOrganizational skillsTeam player

Required

Five plus years of hands-on Trust and Estate Paralegal experience
Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus)
Experience with extensive communication with clients, financial planners, and accountants, as well as preparation of federal and state estate tax returns, fiduciary accountings, distribution of estate assets and trust funding, deed work, etc
Superior communication and mathematical skills are a must
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word

Preferred

Candidates must be highly organized, prioritize, be team players, and have excellent written and verbal skills
A college degree and/or paralegal certificate are preferred
A JD/paralegal candidate would also be considered

Company

Career Developers, Inc.

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Career Developers, located in West Palm Beach and has been serving the NY Metro area for 3 decades! We are an experienced, full-service agency providing permanent placement as well as consulting/contracting services.

Funding

Current Stage
Early Stage
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