Trust & Estates / Fiducuiary Legal Assistant

Job ID: 5439
Location: New York, NY
Category: Other Professional

Top tier law firm in midtown seeks a Fiduciary Legal Asst./Accountant with 4+ years of experience. Competitive salary based on experience. 

Responsibilities include: 

·       Attend meetings with clients

·       Research estate plans

·       Prepare probate petitions and various other probate documents

·       Prepare trust and estate accountings and Receipt and Release Agreements

·       Assist with post-mortem tax planning

·       Prepare Federal and New York Estate Tax Returns

·       Participate in tax audits with the IRS

·       Prepare fiduciary tax returns

·       Deal with brokerage houses and banks

·       Value estate stocks and bond portfolios

·       Deal with appraisers and auction galleries

·       Estate Administration

·       Maintain all estate records including checkbooks, journals and ledgers

·       Transfer and register securities

·       Assist with guardianship reports

·       Marshal assets

·       Arrange for and attend inventory of safe deposit box

·       Prepare and file claims for insurance proceeds and death benefits

·       Make distributions to beneficiaries

·       Assist with real estate property sales in connection with estate administration

Bachelor's degree required. 

Please send your resume to Greg Breck