Hybrid set up: 2 days remote, 3 days in office.
JOB REQUIREMENTS:
Bachelors Degree
Minimum of 10+ years of recent experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm
Knowledge of Hot Docs Surrogate’s Court Forms
Familiarity with Surrogate’s Court procedures in NY, CT, NJ, & FL
Knowledge of ProSystem or Gosystem
Knowledge of Omega or OneSource Software a plus
Professional demeanor and strong work ethic
Willingness to learn and to be a team player, with dedication to quality service
Excellent written and verbal communication skills
Build strong working relationships with clients, attorneys, accountants and other administrators
Knowledge of Tax Forms 1041, 706, 709, 990-PF
JOB DUTIES:
Facility with client contact, draft correspondence and documents relating to legal and administrative aspects of estate and trust administration.
Preparation of probate and administration papers, Federal and New York State and other state estate and inheritance tax returns, coordination of distributions to various trust beneficiaries; assist in arrangement for payment of estimated taxes; maintenance of tax “tickler” and verification of timely filing of returns; assemble work papers for several client individual tax returns; confer with attorneys, investment advisors, and administrators on various matters as questions arise.
Arrange for date of death appraisals of assets, establish estate accounts; preparation of Receipt and Release documents. Preparation of Agreements Settling Accounts of Executors and Trustees.
