DH Trusts & Estates/Fiduciary Paralegal

New York City Office of Law Firm is looking for a Trusts & Estates/Fiduciary Paralegal to be an integral part of a small, busy team.  This is a hybrid role so qualified and interested candidates MUST be able to commute to the firm's NYC Office. 

The responsibilities for this trusts & estates/fiduciary paralegal position include:

  • Preparation of fiduciary income tax returns (Form 1041 and related state returns) on the Intuit ProSeries Software and monitoring estimated tax requirements for estates, trusts and some individual clients;
  • Preparation of federal and state estate tax returns using Thomson Reuters OneSource;
  • Preparation of petitions and other documents to be filed in Surrogate’s Court in probate and trust-related matters:
  • Preparation of tax calculations and otherwise assisting in connection with estate planning for high net worth clients;
  • Assisting attorneys and clients in connection with trust administration (including keeping track of GRAT distributions and other mandatory trust distributions and sending Crummey notices);
  • Working with officers of a private foundation in connection with organizing records needed by outside accountants to prepare Form 990-PF and making charitable distributions and required tax payments;
  • Calculation of fiduciary commissions; and entering transactions with respect to estates and trusts in a fiduciary accounting program (we currently use OneSource Fiduciary Accounting System) to be able to produce accountings at any time during administration of the estate or trust.
  • Knowledge of Omega FAS program is a plus, 
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    Candidate must have a Bachelor’s degree (no CPA is required) and at least 5 years of experience in the practice area at a major law firm (or comparable background in the area); must be proficient with Microsoft Word, Excel, Outlook, PowerPoint, e-filing, FileSite or DeskSite, OneSource FSA, Omega.

    Please send an MS Word version of your resume to specialcounsel.com

     

     

     



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