Paralegal - Private Client amp Tax

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Paralegal - Private Client & Tax
The candidate will work within Trust/Estate Administration Department, with responsibilities related to the management of complex probate, conservatorship and trust administrations, requiring a particular focus on tax returns, trust administrations and accounting preparation. The role requires frequent contact with others inside and outside the firm including immediate partners, associates, supervisor, members of other departments or other offices, clients, accountants, appraisers, and other professionals. Responsible for all aspects of estate and trust administration in highly sophisticated environment. Inventory and valuation of assets, retitling and distribution of assets. Preparation of Federal estate tax returns. Analysis of estate, gift, income and property tax issues. Responsible for trust funding and continuing administration of trusts. Preparation of documentation to transfer title to assets and provide for distributions to trust beneficiaries, including deeds, assignments, receipts and releases. Preparation of probate and court documents. Preparation and review of court filed fiduciary accountings. Perform other job related duties as assigned and assist attorneys when needed.

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