Estate Administration Specialist

3 weeks ago


Mineola, New York, United States Jobot Full time
About the Role

This is a unique opportunity to work with high net worth clients and develop strategies that rival those of major international law firms, with the flexibility and collaboration of a smaller firm.

Key Responsibilities
  • Communicate with clients and their family members, accountants, and financial advisors
  • Prepare and file Surrogate's Court pleadings
  • Gather assets in a decedent's estate
  • Assist in valuing decedent's assets as of the date of death
  • Prepare estate tax returns and Form 8971
  • Assist in the distribution of the estate, including preparation of assignments and deeds
Requirements

Candidates should possess 3+ years of trust and estate paralegal experience, a bachelor's degree, and a paralegal certificate or equivalent.

What We Offer
  • Competitive compensation package
  • PTO and company-paid holidays
  • Accelerated career growth
  • Collaborative work environment

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