Top 26 Trustee Jobs in Southbury Ct

Trusts & Estates Paralegal - Estate Administration
Carmody Torrance Sandak & Hennessey LLP —New Haven, CT
- $34 - $52 an hour
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Project Manager, Strategic Plan
Quinnipiac University —Hamden, CT
- Full-time
- 7 years
- Mid-level
- Master's degree
3d
Secretary of the University
Yale University —New Haven, CT
- Email
- Background check
- 11+ years
- Office
- Opportunities for advancement
Controller
ALBERTUS MAGNUS COLLEGE —New Haven, CT
- Full-time
- CPA
- Office
- University
- Paid holidays
- Health insurance
14d
Assistant United States Attorney (Civil)
US Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys —Bridgeport, CT
- $86,596 - $197,100 a year
- Part-time
- Background check
- Writing skills
- Pass drug screening
- Paid holidays
- Health insurance
8d
Director of Advancement
Westover School —Middlebury, CT
- $200,000 - $215,000 a year
- Full-time
- Master's degree
- Bachelor's degree
- Conflict management
Associate Director Development, Campaign Events
Quinnipiac University —Hamden, CT
- Weekends as needed
- Hospitality
- Databases
- University
Director of Development, Campaign Giving
Quinnipiac University —Hamden, CT
- Weekends as needed
- 7 years
- Master's degree
- University
Grades Extended Care Teacher
Housatonic Valley Waldorf School —Newtown, CT
- $20 - $25 an hour
- Classroom
- Mid-level
- Communication skills
Quick Apply
Early Childhood Extended Care Teacher
Housatonic Valley Waldorf School —Newtown, CT
- $20 - $25 an hour
- Classroom
- Mentoring
- Classroom experience
Quick Apply
Director, Health & Welfare Benefits
Yale New Haven Health —New Haven, CT
- Full-time
- Management
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Patient Relations Specialist
Yale New Haven Health —New Haven, CT
- Full-time
- Nursing
- Hospital
- Computer literacy
Senior Tax Manager , Trust
Dalio Family Office —Westport, CT
- $175,000 - $305,000 a year
- Hybrid work
- CPA
- 5 years
- Master's degree
- Paid holidays
- Disability insurance
Vice President for Alumni Affairs and Development
Yale University —New Haven, CT
- Full-time
- Background check
- 11+ years
- University
Executive Director
Mary Wade Home —New Haven, CT
- $225,000 - $250,000 a year
- 11+ years
- Office
- Senior level
- Free parking
- Health insurance
Quick Apply
Staff Accountant - CT
PTA Plastics —Oxford, CT
- $62,000 - $78,000 a year
- Full-time
- ERP systems
- No experience needed
- Research
Quick Apply
6d
Estate & Tax Planning Legal Counsel
Dalio Family Office —Westport, CT
- $325,000 - $425,000 a year
- Hybrid work
- 7 years
- Bachelor's degree
- Senior level
- Paid holidays
- Disability insurance
RN Supervisor
Mary Wade Home —New Haven, CT
- $50 - $55 an hour
- Part-time
- Skilled nursing facility
- RN License
- Mid-level
- Retirement plan
Quick Apply
Security Officer
Mary Wade Home —New Haven, CT
- $17.50 an hour
- Overnight shift
- Mid-level
- Residential
- Free parking
- Health insurance
Quick Apply
Driver
Mary Wade Home —New Haven, CT
- $17.50 an hour
- Part-time
- CDL B
- Skilled nursing facility
- Residential
Quick Apply

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trustee jobs near southbury ct

Trusts & Estates Paralegal - Estate Administration

Carmody Torrance Sandak & Hennessey LLP
New Haven, CT

Quick Apply

Job Details

Full-time
$34 - $52 an hour

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Life insurance
Paid sick time

Qualifications

Estate administration
Customer communication
Teamwork
Attention to detail
Client services
Probate process support
Document review
Organizational skills

Full Job Description

Carmody is seeking an experienced Trusts and Estates Paralegal with a primary focus on estate administration to join our New Haven, Waterbury or New London office. The ideal candidate will be well-versed in all aspects of estate settlement in Connecticut, including probate filings, fiduciary accountings, and the preparation of estate, gift and fiduciary income tax returns. This position offers the opportunity to work closely with a collaborative team of paralegals and attorneys across our New Haven, New London, and Waterbury offices and to interact directly with clients in a professional, responsive, and compassionate manner.

Key Responsibilities:

Prepare and file probate documents, inventories, and related estate administration filings with Connecticut probate courts.
Prepare and maintain fiduciary accountings in compliance with Connecticut probate requirements.
Prepare Connecticut and federal estate and gift tax returns (Forms 706/709, CT 706/709, and related schedules) and fiduciary income tax returns (Forms 1041, CT-1041, and related schedules).
Communicate directly with clients, executors, trustees, beneficiaries, and financial institutions to obtain information, provide status updates, and ensure smooth estate administration.
Manage estate administration timelines and coordinate with clients and professionals to ensure timely completion of all matters.
Maintain organized files and track deadlines to ensure timely filings and compliance.
Support attorneys with trust and estate administration, distributions, and account reconciliations.
Assist with preparation and review of estate planning documents.
Coordinate and collaborate with other paralegals and support staff across firm offices to promote consistency and efficiency in workflow and client service

Qualifications:

Minimum of 3 years of experience in Connecticut estate administration required.
Strong knowledge of Connecticut probate procedures and court filing requirements.
Experience interacting directly with clients in estate administration matters.
Proficiency with Excel and tax preparation software (such as Prosystems, GEMS, or similar).
Familiarity with fiduciary accounting principles and estate tax compliance requirements.
Strong tax research skills and the ability to interpret and apply relevant statutes, regulations, and IRS guidance.
Familiarity with tax research software (such as CheckPoint, Bloomberg BNA Portfolios, or similar).
Excellent organizational skills and attention to detail.
Ability to work independently and collaboratively in a professional, team-oriented environment.
Strong written and verbal communication skills, including the ability to communicate complex information clearly and empathetically to clients.

Job Type: Full-time

Pay: $34.00 - $52.00 per hour

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid sick time
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

trustee jobs in southbury ct

Trusts & Estates Paralegal - Estate Administration

Project Manager, Strategic Plan

Secretary of the University

Controller

Assistant United States Attorney (Civil)

Director of Advancement

Associate Director Development, Campaign Events

Director of Development, Campaign Giving

Grades Extended Care Teacher

Early Childhood Extended Care Teacher

Director, Health & Welfare Benefits

Patient Relations Specialist

Senior Tax Manager , Trust

Vice President for Alumni Affairs and Development

Executive Director

Staff Accountant - CT

Estate & Tax Planning Legal Counsel

RN Supervisor

Security Officer

Driver

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