Trust and Estates Paralegal - Hybrid opportunity
350 Mount Kemble Avenue Morristown, NJ 07962 US
Job Description
Position responsibilities are:
- Prepare trust and estate documents as well as legal correspondence
- Prepare federal and New Jersey estate and inheritance tax returns as well as fiduciary tax returns
- Coordinate probate of wills
- Prepare New York State estate and trust administration tax filings
- Respond to client inquiries
- Interface with other attorneys, paralegals, and accountants as needed for each case
Position requirements are:
- Bachelor's Degree or Paralegal Certificate
- At least 7 years of experience supporting attorneys with trust and estate cases
- Strong technical skills - Proficiency in MS Office, Outlook, Thomson Reuters One Source. Experience with Lacerte Tax Software and EstateVal is a plus.
- Highly organized and detail orientated
- Excellent communication and client relations skills