Full-time
Estates Administration Paralegal
Fawkes IDM
New Haven, connecticut
Responsibilities:
- Preparation of probate documents, death, gift and income tax returns for large estates
- Maintain checkbook and other bank and security or investment accounts
- Assist with federal and state audits
- Accumulate, value, and inventory all assets including real and personal property, financial accounts, stock holdings and safety deposit boxes
- Calculate estimated taxes and cash needs
- Transfer assets to beneficiaries and file all necessary paperwork to receive benefits
- Perform other job duties as assigned and assist attorneys where needed
Requirements
- 5+ years as trust and estate administration paralegal or experience in a similar field.
- Estate administration experience in both Connecticut and another state(s) is desirable.
- Knowledge of tax and probate accounting software with Pro Systems and GEMS is a plus.
- Strong working knowledge of...