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,
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
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records