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T&E Administration Paralegal

Company:
Lewis Search Group
Location:
New York City, NY
Posted:
April 21, 2025
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Description:

Trusts & Estates Administration Paralegal - New Jersey, New York, or Florida Office:

Seeking a Trust and Estate Administration Paralegal with 5 plus years’ experience to join our New Jersey, New York, or Florida Offices. Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, etc. Superior communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. College degree and/or paralegal certificate preferred. We will consider a JD/paralegal candidate as well

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