Trust and Estate Paralegal and Fiduciary Accountant - Daley and Associates
New York, NY
About the Job
Trust and Estates Paralegal/Fiduciary Accountant (Hybrid)
A mid-sized, global law firm, located in New York City, is actively searching for a Trust and Estate Paralegal/Fiduciary Accountant to join their team. This person will be responsible for assisting partners and/or associates as well as the trusts and estates team with estate and trust administrative work and projects as needed. If you’re interested in learning more about the Trust and Estates Paralegal/Fiduciary Accountant role, please keep reading.
Responsibilities:
This is a full-time opportunity that is offering up to $130K on a base, depending on experience, and is OT eligible. If you’re interested in learning more about the Trust and Estate Paralegal/Fiduciary Accountant role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.
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#LI-HYBRID
A mid-sized, global law firm, located in New York City, is actively searching for a Trust and Estate Paralegal/Fiduciary Accountant to join their team. This person will be responsible for assisting partners and/or associates as well as the trusts and estates team with estate and trust administrative work and projects as needed. If you’re interested in learning more about the Trust and Estates Paralegal/Fiduciary Accountant role, please keep reading.
Responsibilities:
- Working closely with clients and financial institutions and appraisers
- Preparing and filing probate documents in courts in various states
- Marshalling decedent’s assets
- Preparing cash requirements for estates
- Valuation of stock and bond portfolios
- Maintaining checkbooks and ledgers
- Coordinating liquidation and/or transfer of decedent’s assets
- Preparing receipts, releases and indemnification agreements
- Preparing formal and informal accountings for estates and trusts
- Coordinating distribution to beneficiaries of estates and trusts
- Assisting with post-mortem income tax planning
- Preparing and filing federal and state estate tax returns
- Preparing and filing federal and state fiduciary income tax returns for estates and trusts
- Participating in estate and income tax audits
- Computation of commissions for executors and trustees
- Providing documents needed for sale of decedent’s real property or cooperative apartment, including obtaining releases of federal and state estate tax liens
- Organizing and maintaining records.
- B.A./B.S. Degree or Paralegal Certificate or commensurate experience required
- 5 plus years pf Estate and Trust experience required
- 2+ years fiduciary accounting experience required
- Proficient with Microsoft Office Suit, as well as experience with document management systems
- Must be willing to work onsite during training period, role will move to a hybrid model after training
This is a full-time opportunity that is offering up to $130K on a base, depending on experience, and is OT eligible. If you’re interested in learning more about the Trust and Estate Paralegal/Fiduciary Accountant role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.
#LI-HS1
#LI-HYBRID
Source : Daley and Associates