Paralegal

1 week ago


Florham Park, United States Tandym Group Full time

Responsibilities:

  • Prepare New Jersey and New York probate petitions and other related forms
  • Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met
  • Prepare federal and state estate and inheritance tax returns
  • Prepare estate and trust accountings
  • Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries
  • Continuously review and update case progress, determine case closure, and keep matters moving seamlessly
  • Assist in business formation and corporate maintenance programs
    Complete assignments independently in a timely manner to meet deadlines
  • Communicate with clients and manage the workflow in a timely manner while handling responsibility for the matter

Qualifications:

  • 3+ years of relevant Estate Administration experience supporting a legal practice
  • T&E experience
  • Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire Estate Administration process
  • Working knowledge of Kofax (Adobe)
  • Microsoft Office proficient (Excel, Word, etc.)
  • Solid analytical, critical-thinking, and research skills

Desired Skills:

  • Working knowledge of CCH tax return software

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