- SourcePro Search, LLC (New York, NY)
- Trusts & Estates Administration Paralegal ... tax returns and fiduciary accountings Distribution of estate assets and trust funding Deed work and ... New York, or Florida Office We are seeking a Trust and Estate Administration Paralegal ...Superior communication and mathematical skills Strong working knowledge of estate tax software (ONESOURCE/Fast Tax ),… more
- Fawkes IDM (Newark, NJ)
- A law firm with offices in Hartford is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: Prepare initial drafts of wills, ... trusts , durable powers of attorney, advance directives for medical...mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax ),… more
- Fawkes IDM (Boca Raton, FL)
- A law firm is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust ... and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc. Requirements 5+ years of experience in a… more
- Fox Rothschild LLP (Exton, PA)
- …including tax -related deadlines and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. + ... our Blue Bell, PA office. We are a well-established trusts and estates team with a deep...right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role ... income tax returns + Assemble and review estate and trust accountings + Support attorneys...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience ... to join their team. This Trust & Estates Paralegal is...trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income … more
- Robert Half Legal (Chesterfield, MO)
- …estate administration, and probate law is required * Comprehensive knowledge of estate law, estate planning, estate tax , and estate tax return ... Description Job Title: Estate Planning Paralegal About Us: We...in the execution of various legal papers related to estates and trusts . + Collaborate with attorneys… more
- Robert Half Legal (Chicago, IL)
- …below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate … more
- Tompkins Community Bank (Ithaca, NY)
- …tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax , and ONESOURCE (TM) Fiduciary Accounting Software + Good ... this role will prepare detailed fiduciary accountings and draft estate and fiduciary tax returns, ensuring accuracy...Certificate preferred. + A minimum of three (3) years' trust and estate -related experience is preferred. +… more
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience ... join our team. This role will primarily focus on Trusts & Estates , requiring the individual to...cases. Responsibilities: * Assist in the preparation of Gift Tax Returns, Estate Tax Returns,… more
- Robert Half Legal (Morristown, NJ)
- … administration experience, have strong attention to detail, and be highly organized. Role: Trusts & Estates Paralegal Location: Morristown, NJ Schedule: 9am ... is seeking a Paralegal to join its Trust & Estates practice group. The T&...queries or concerns. * Be responsible for managing NJ estate tax returns, including the completion of… more
- Robert Half Legal (St. Louis, MO)
- …Software * Exceptional Communication skills * Knowledge of Tax - Trust & Estate * Experience with Revocable Trusts * Deep understanding of Trusts and ... We are in the process of recruiting a skilled Paralegal to be an integral part of our team,...and related trust funding. * Manage the estate tax returns, gift tax … more
- Robert Half Legal (Los Angeles, CA)
- …Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY, ... Description International Law Firm seeks Trusts & Probate Paralegal Am Law...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct… more
- Williams Parker (Sarasota, FL)
- …largest and oldest law firm, is actively seeking an experienced Probate Paralegal to join our client-centric team in handling high-volume, complex probate and ... trust administration in the Sarasota, FL area. Why this...FL area. Why this role is important The Probate Paralegal provides expert-level support to the section attorneys during… more
- Robert Half Legal (Chicago, IL)
- …role is ideal for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The ... Half is looking for an experienced and highly organized Paralegal to join a client's Estate Planning...tax -related legal work. * Strong knowledge of gift tax laws, trust funding procedures, and ILIT… more
- Robert Half Legal (Oakland, CA)
- Description We are offering an exciting opportunity for a Trust and Estate Paralegal based in Oakland, California, United States. The primary function of ... Take responsibility for the preparation and assembly of federal estate tax returns. * Ensure critical deadlines...trust . * Proven experience in handling charitable remainder trusts is essential. * Demonstrable skills in estate… more
- Robert Half Legal (Worcester, MA)
- Description We are looking for an experienced Trust & Estate Paralegal to join a respected estate planning and elder law firm in Worcester, ... + Minimum of 3 years of experience as a paralegal in trust & estate ...law, guardianships, and long-term care planning. + Familiarity with estate tax filings and fiduciary accounting. Robert… more
- Truist (Richmond, VA)
- …lending transactions, real estate , mergers and acquisitions, securities, trusts , bankruptcy, insurance, tax , and labor/employment. Responsible for large ... in an American Bar Association approved curriculum or equivalent education; or paralegal training program; or paralegal certification; or prior experience 2.… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or...+ 3+ years of relevant trust and estates settlement experience as paralegal or similar… more
- Bank of America (Chicago, IL)
- …highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong communication ... Services (ESS), Chicago -** Accountable for managing and settling Private Bank estates and/or terminating trusts . Assigns tasks to the Settlement Assistants,… more
