Trusts & Estates Administration Paralegal

New York, NY

Full Time

Legal

Experienced

Trusts & Estates Administration Paralegal – NJ, NY, or FL

Our client is seeking an experienced Trust and Estate Administration Paralegal with 5+ years of experience to join their offices in New Jersey, New York, or Florida. The role involves managing all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate law is a plus).

Key responsibilities include:

Extensive communication with clients, financial planners, and accountants.
Preparation of federal and state estate tax returns and fiduciary accountings.
Distribution of estate assets and trust funding, including deed work.
Coordination and management of all estate administration tasks.

The ideal candidate will have:

Strong communication and mathematical skills.
Proficiency with estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word.
The ability to prioritize and stay organized while managing multiple tasks.

Additional qualifications:

A college degree and/or paralegal certificate is preferred.
A JD/paralegal candidate will also be considered.

Our client offers a competitive salary, with a range of $76,500 to $162,500, based on experience, as well as a comprehensive benefits package.

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

What's your citizenship / employment eligibility?*

What's your highest level of education completed?*

LinkedIn Profile URL:*

Desired salary*

Earliest start date?*

Are you a US citizen?*

Do you have 5+ years of experience in estate and trust administration?*

Which states' probate laws are you familiar with?* New JerseyNew YorkFloridaNo

Do you have experience preparing federal and state estate tax returns?*

Are you proficient in using estate tax software (e.g., ONESOURCE, Fast Tax)?*

Do you have experience using HotDocs or similar document automation tools?*

Do you have a college degree or paralegal certificate?*

Have you previously worked with clients, financial planners, and accountants in an estate administration role?*

Are you able to handle the distribution of estate assets, trust funding, and deed work?*

Do you have a JD (Juris Doctor) or are you currently pursuing one?*

Why are you looking for a new job?*

Human Check*

Submit Application

Top Tier Reps is a top-notch Recruiting Agency focusing on bringing you the top-performing candidates to drive growth and outperform the competition.

Top Tier Reps is a Recruiting Agency where you can apply online for jobs, easy-to-use interface, the fastest browsing experience, and rich features. That’s the reason we can gain and maintain the trust of the users of our website.

Trusts & Estates Administration Paralegal

Apply for this position