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Trusts And Estates Paralegal - 2759407

AMS Staffing Inc.
Princeton, NJ Full Time
POSTED ON 1/2/2025 CLOSED ON 1/27/2025

What are the responsibilities and job description for the Trusts And Estates Paralegal - 2759407 position at AMS Staffing Inc.?

Please send resume should you be interested in the following Trust and Estate Paralegal position located in Princeton, NJ. This is a full-time, direct-hire position with a salary between 120-135K plus OT, Bonus and awesome benefits. If you’re not interested, please pass along to your colleague as we do pay referral fees.

Job Title: Trust and Estate Paralegal

Location: Princeton, NJ

Salary: 120-135K

OT Eligible: YES

Minimum billable hour requirement: 1,550

Weekly hours: 37.5

Work Environment: 4 days onsite initially and then will go down to 2 days onsite/3 days work from home (probably after 30 days)

Parking: FREE

# of supporting attorneys: 3-5

# of Paralegals in group: 3

Must Have Trust And Estate Experience

MUST HAVE TAX EXPERIENCE

MUST HAVE KNOWLEDGE OF NEW JERSEY TAX, TRUST AND ESTATE FORM

Job Description

Our client is looking for a Paralegal to join our Private Client team in our Princeton office. As a Private Client Paralegal, you will support experienced lawyers in all aspects of estate administration, from inception through termination. This role is client facing and requires the ability to effectively communicate and work directly with clients.

Daily Responsibilities

  • Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationships
  • Assist attorneys, as needed, in connection with drafting documents
  • Collect, analyze, and organize decedent’s financial records, including tax returns, trust agreements, deeds, stock powers, and financial statements and assist with valuation of assets
  • Draft documents to assist the client to qualify as executor and trustee
  • Ensure proper publication and required notices as part of estate administration
  • Consider post-mortem estate planning and prepare disclaimer documents
  • Compile materials required in connection with an audit of estate and/or inheritance tax returns
  • Prepare state inheritance tax returns, federal estate tax returns and gift tax returns as well as fiduciary tax returns and personal income tax returns
  • Prepare inventories, asset allocation agreements and asset transfer documents as well as receipts and releases
  • Prepare and file Accountings and related settlement documents
  • Coordinate distributions and funding transfers of estates and trusts
  • Coordinate with other professionals and clients to obtain and analyze due diligence materials in preparation for filing
  • Special projects and duties, as assigned

Requirements

  • Bachelor’s degree or equivalent experience required; paralegal certificate strongly preferred
  • 5 years of experience in trusts and estates required
  • Experience as a paralegal in a law firm strongly preferred
  • Previous experience with tax programs for preparing state, federal, and gift tax returns estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations
  • Experience with any of the following systems is a plus: CCH Axcess tax, CCH ProSystem, OneSource, NumberCruncher, Tiger Tables, Zcalc, EstatVal
  • Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)Experience entering and tracking billable time is a plus

Salary : $120,000 - $135,000

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