Paralegal - Tandym

Responsibilities:

• Prepare New Jersey and New York probate petitions and other related forms
• Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met
• Prepare federal and state estate and inheritance tax returns
• Prepare estate and trust accountings
• Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries
• Continuously review and update case progress, determine case closure, and keep matters moving seamlessly
• Assist in business formation and corporate maintenance programs
  Complete assignments independently in a timely manner to meet deadlines
• Communicate with clients and manage the workflow in a timely manner while handling responsibility for the matter

Qualifications:

• 3+ years of relevant Estate Administration experience supporting a legal practice
• T&E experience
• Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire Estate Administration process
• Working knowledge of Kofax (Adobe)
• Microsoft Office proficient (Excel, Word, etc.)
• Solid analytical, critical-thinking, and research skills

Desired Skills:

• Working knowledge of CCH tax return software