Trusts & Estates Administration Paralegal
 

New Jersey, New York, or Florida Office

SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of our New Jersey, New York, or Florida Offices.

Responsibilities:

• Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus)
• 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 and other related tasks

Requirements:

• 5+ years of experience in trust and estate administration
• Superior communication and mathematical skills
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
• Highly organized with the ability to prioritize
• Team player with excellent written and verbal skills
• College degree and/or paralegal certificate preferred; JD/paralegal candidate will also be considered

Salary: Up to $162,500 per year, commensurate with experience

We offer a competitive starting salary and a comprehensive benefits program.