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Fiduciary Administrator New York

Fiduciary Administrator

Full Time • New York

Fiduciary Administrator

New York, NY
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JOB REQUIREMENTS:
  • Bachelors Degree
  • Minimum of 10+ years of recent experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm
  • Knowledge of Hot Docs Surrogate’s Court Forms
  • Familiarity with Surrogate’s Court procedures in NY, CT, NJ, & FL
  • Knowledge of ProSystem or Gosystem
  • Knowledge of Omega or OneSource Software a plus
  • Professional demeanor and strong work ethic
  • Willingness to learn and to be a team player, with dedication to quality service
  • Excellent written and verbal communication skills
  • Build strong working relationships with clients, attorneys, accountants and other administrators
  • Knowledge of Tax Forms 1041, 706, 709, 990-PF
  • Hybrid - 3 days in the office & 2 remote

JOB DUTIES:
  • Facility with client contact, draft correspondence and documents relating to legal and administrative aspects of estate and trust administration.
  • Preparation of probate and administration papers, Federal and New York State and other state estate and inheritance tax returns, coordination of distributions to various trust beneficiaries; assist in arrangement for payment of estimated taxes; maintenance of tax “tickler” and verification of timely filing of returns; assemble work papers for several client individual tax returns; confer with attorneys, investment advisors, and administrators on various matters as questions arise.
  • Arrange for date of death appraisals of assets, establish estate accounts; preparation of Receipt and Release documents.  Preparation of Agreements Settling Accounts of Executors and Trustees

 
Compensation: $100,000.00 - $175,000.00 per year




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