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Trusts and Estates Administration Paralegal - Stamford, CT

Position Summary

A trusts and estates administration paralegal must be a self-starter and detail oriented, able to work independently and be responsible for and meet all deadlines, and be willing to work in a team environment. Because much of the work is in the areas of accounting and taxes, this individual must have good mathematical skills, possess good computer skills, and be conscientious and careful. Generally, the position covers all areas of trust and estate administration as well as fiduciary accounting.

Job Responsibilities

  • Gathering, identifying and valuation of assets;
  • Drafting correspondence, bills and various probate documents;
  • Preparation of death tax returns, including the federal estate tax return and the Connecticut succession and estate tax returns, as well as returns for other states;
  • Preparation of probate accountings for both the estate and trusts;
  • Preparation of federal and state individual and fiduciary income tax returns;
  • Preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns;
  • Ability to review and interpret wills and trust agreements and implement the plan during the estate and trust administration process;
  • Prepare and implement an income tax plan for the estate during administration;
  • Although attorneys generally research issues of law, the paralegal must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moody’s Dividend Record, etc.
  • Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, bank and brokerage house representatives, and individuals in the office.
Required Qualifications

  • Bachelor’s degree
  • 5 or more years of experience
  • Law firm experience
Preferred Qualifications

  • Paralegal Certificate