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Trust & Estates Administration Paralegal

Purple Fly Solutions
Beach, FL Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/15/2025
  • The job is for a Trust and Estate Administration Paralegal with minimum 5 years experience.
  • It is open for candidates for New Jersey, New York, and Florida offices.
  • Tasks include handling all phases of estate and trust administration, including probate.
  • Knowledge of probate in New Jersey, New York, and Florida is a plus.
  • Extensive communication with clients, financial planners, and accountants is required.
  • Responsibilities also include preparation of federal and state estate tax returns and fiduciary accountings.
  • Other tasks include distribution of estate assets, trust funding, and deed work.
  • Superior communication and mathematical skills are necessary.
  • Familiarity with estate tax software (ONESOURCE / Fast Tax), HotDocs, and Microsoft Word is beneficial.
  • Candidates should be highly organized and able to prioritize tasks.
  • Team player with excellent written and verbal skills is needed.
  • College degree and / or paralegal certificate is preferred.
  • JD / paralegal candidates will also be considered.
  • The company offers a competitive starting salary and a comprehensive benefits program.
  • Salary is based on experience, with a range from $76,500 to $162,500.

    • Salary : $76,500 - $162,500

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