Paralegal at Devana Group - Recruitment and Business Solutions in Parsippany-Troy Hills, NJ, United States

Job description

• A leading law firm specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.

Responsibilities

• · Identifying, gathering, and valuing assets;
• · Preparing various probate and estate administration documents;
• · Preparing accountings for both estates and trusts;
• · Preparing death tax returns, including federal and state estate tax returns;
• · Preparing federal and state fiduciary income tax returns;
• · Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
• · Managing a docket system and tracking deadlines; and
• · Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Requirements

• · Undergraduate degree and paralegal certification (or equivalent);
• · Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred;
• · Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
• · Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
• · Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and
• · Good understanding of basic business relationships and client confidentiality principles.

Skills

Required

• Document management software