Estate Administration Specialist

3 days ago


Phoenix, Arizona, United States JRG Partners Full time
Job Description

Our client, a National Law Firm, seeks a skilled Estate Administration Specialist to provide assistance to attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns.

Key Responsibilities:

  • Prepare tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
  • Maintain financial records of trusts, perform trust accounting, and audit accounts.
  • Manage general ledger accounts, reconcile broker statements, and prepare payables and bank deposits.
  • Obtain and reconcile 1099 and K-1 statements.
  • Administer irrevocable trusts, including post-death funding and administration.
  • Assist with probate administration, including drafting probate pleadings.
  • Maintain close personal contact with clients and financial advisors.
  • Provide family office services for high net worth clients.
  • Meet annual billable hour requirement of 1600 hours.
  • Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance.
  • Organize and manage files, delegate tasks to business professionals, and supervise same.
  • Comply with firm policies and sustain attention to detail and quality of work.

CORE REQUIREMENTS:

  • Deliver superior service to internal and external customers and communicate effectively.
  • Interact professionally and courteously with clients and employees at all times, maintaining a professional appearance.


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