- 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
- FutureRecruit (Los Angeles, CA)
- Trusts & Estates Paralegal - Full-time...state individual and fiduciary income tax returns, gift tax returns, and estate tax returns ... 5-8 years of experience in trusts & estates within a law firm environment Paralegal ...organized Job Description Responsible for day-to-day tasks related to estate planning and trust administration Document preparation… 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
- Cruitin (Brielle, NJ)
- Title: Paralegal - Trusts & Estates ...legal documents related to estate planning and trust administration Knowledge of Trusts & Estates ... or related field 2-4 years of experience as a Paralegal in Trusts & Estates ...providing comprehensive legal services to individuals and families in estate planning, probate administration, and trust management.… 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
- SourcePro Search, LLC (Boca Raton, FL)
- …Raton and Downtown Fort Lauderdale offices to join our Trust and Estates Practice Group. The Paralegal will have extensive knowledge regarding probate, ... years' experience in a law firm setting supporting a Trust and Estates Practice Group. Salary based...distribution of assets. Handle IRS forms such as gift tax (709) and estate tax … 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
- 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 ... the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant… 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
- 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