Responsibilities:

• Assist in estate and trust tax preparation.
• Maintain financial records.
• Coordinate post-death trust and estate administration.
• Prepare fiduciary accountings.
• Handle asset valuation and distribution.
• Ensure tax compliance and clearance.
• Transfer assets to trusts.
• Create financial spreadsheets.

Requirements:

• Proficient in Windows, Microsoft Office.
• Strong knowledge of fiduciary income tax.
• Experience with tax preparation software.
• Bachelor's Degree.
• 7 years of paralegal or legal department experience.

Job Type: Full-time