Trust and Estate Administration Paralegal Position Available In Palm Beach, Florida

Tallo's Job Summary: Prestigious law firm seeks Trust and Estate Administration Paralegal in Boca Raton, Florida. Requirements include 5+ years of estate and trust administration experience, knowledge of estate tax software, and strong communication skills. Responsibilities include tax returns, asset distribution, and assisting attorneys. Full-time permanent position with StaffingForce.

Company:
Staffing Force
Salary:
JobFull-timeOnsite

Job Description

Trust and Estate Administration Paralegal Job Employer Name:

StaffingForce

SpiderID:

13964036

Location:

Boca Raton, Florida

Date Posted:

3/19/2025

Wage:
Category:

Legal

Job Code:
Job Description:

Prestigious domestic law firm seeks a Trust and Estate Administration Paralegal to join its expanding Florida group.

Candidate will have the following:

5+ years of experience handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) ; Experience within a law firm setting (experience will be current or very recent).

Academic credentials:

College degree and/or paralegal certificate, will also consider a JD/paralegal candidate ; Strong research, verbal & written communication skills required ; Keen knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft. Responsibilities include, but are not limited to:

  • Preparing federal and state estate tax returns and fiduciary accountings.
  • Communicating with clients, financial planners, accountants, trustees and family members.
  • Distributing estate assets, trust funding and deed work.
  • Preparing asset spreadsheets and probate pleadings.
  • Transferring assets to beneficiaries and filing all paperwork necessary to receive benefits.
  • Performing other job related duties as assigned and assist attorneys when needed.
Job Requirements:
  • Keen knowledge of Estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft.
Job Criteria:
Start Date:
Position Type:

Full-Time Permanent

Years of Experience Required:
Education Required:

Bachelors

Overnight Travel:
Vacation Time:
Company Profile:

Founded by veterans of the staffing industry, StaffingForce is a recognized leader in the staffing industry, serving customers ranging from law firms and entities from the Fortune 500 to medium-sized businesses and entrepreneurial start-ups.

Contact Information:
Contact Name:

Cherese DeJesus

Company Type:

Staffing Agency

Company:
StaffingForce City:
Newport Beach State:
California Zip:

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