Job Overview:
Accounting Paralegal – Estates and Trusts (Part-Time)
Sherman Silverstein, a midsize firm in Moorestown NJ, is looking for a conscientious person to work closely with experienced estate attorneys in a high volume, fast-paced department. Must possess strong organizational skills and have the ability to effectively communicate with co-workers as well as clients.
Responsibilities and Duties
· All phases of estate and trust administration including Probate Proceedings
· Preparation and maintenance of fiduciary accountings
· Maintain electronic and physical filing for estates and estate planning documents
· Prep of various related tax returns: Federal Estate (form 706 and Fiduciary Income Tax-1041), NJ Inheritance Tax, PA Inventories and Inheritance Tax
· Ongoing interaction with clients to obtain necessary information to properly administer estates
· Ability to comprehend and analyze decedent’s will, trust and other relevant estate planning documents
· Familiarity with One Source FPS/Ultra Tax – a plus
· Familiarity with 990 – Private Foundation and 5227 Split Interest Charitable Trust Tax returns – a plus
Qualifications
· 3+ years’ experience of relevant estate administration and tax preparation
· Paralegal Certification or Degree
· MS WORD
· iManage Documentation System – a plus
Job Type: Part-time
Pay: $800.00 - $900.00 per week
Expected hours: 20 per week
Benefits:
- 401(k)
- Flexible schedule
- Flexible spending account
Schedule:
- Day shift
- Monday to Friday
Travel requirement:
Education:
License/Certification:
- Paralegal Certificate (Preferred)
Work Location: In person