Insero & Co CPAs is recruiting for a Trust & Estate Paralegal for a small law firm in the downtown area (client of the firm). Experience with estate administration, Surrogate's Court practice, income, estate and gift tax return and accounting principles are preferred. This is a career opportunity with generous benefits!
The responsibilities and requirements associated with the position include but are not limited to:
Assist attorneys with the administration of decedent’s trusts and estates.
Draft, edit and review probate papers
Assist attorneys with the preparation of federal estate tax returns and related filings.
Assemble and organize financial records for estate tax audits
Set up, maintain, and ensure that files are kept current including classifying, arranging files, filing, and storing information.
Monitor, prioritize, organize, and facilitate daily workflow in order to meet project deadlines.
Various administrative tasks as required.
A minimum of 3 years of experience as a paralegal in estate administration. Ability to work both independently and as a member of a team and to communicate effectively through both written and oral communications.