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Fiduciary Accountant - Paralegal

Company: Jobot
Location: New York
Posted on: November 26, 2022

Job Description:

Great opportunity for a Paralegal/Fiduciary Accountant!This Jobot Job is hosted by: Jason WilsonAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $90,000 - $120,000 per yearA bit about us:The Paralegal's primary responsibility is to administer decendent's estates, establish and monitor conservatorships and trusts, file petitions and accompanying documents with probate court, locate assets and debts.Why join us?The Paralegal gathers and reviews documents to settle the estate and assists in the preparation of all tax returns and the final accounting. Bachelors Degree in Accounting of Finance is required.3-5 years of trust administration experience and tax preparation.Job Details

  • Maintaining checkbook and banking record.
  • Bill paying
  • Computing and disbursing beneficiary distributions.
  • Computing and payment of executor and trustee commissions.
  • Prepare formal and informal estate and trust accountings.
  • Document assets and arranges for valuation.
  • Prepares estates tax and gift returns.
  • Read and interpret wills and trust instruments, prepare and file all documents required to probate wills.
  • Prepare receipt and release agreements, disclaimers, affidavits, accounting petitions, handle issuance and revocation of letters.
  • Draft standard estate planning forms and other legal documents.Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, New York , Fiduciary Accountant - Paralegal, Legal , New York, New York

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