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Job Title: T&E ADMINISTRATOR
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-08-21

Company Name: Segue Search
Contact: Recruiter
Phone: email only please
Fax: email only please

Description: 8/19/2008 Ref ID:T&E ADMINISTRATOR Division:Legal Job Title:T&E ADMINISTRATOR Location:New York, NY Job Term:Full Time Salary:to 90K + ++ Requirements: Bachelors degree and three or more years progressive estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or equivalent combination of education and experience. Computer proficient with experience and working knowledge of HotDocs, Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in BNA Federal Estate Tax program and fiduciary income tax forms and extensions. Ability to prepare federal and state estate tax returns. Legal research knowledge and ability to use law library are required. Paralegal certificate from an ABA accredited paralegal program a plus. Familiarity with Zane Accounting program is highly desirable. Job Description: Responsible for providing paralegal support and assistance to supervising attorneys and paralegals in all aspects of trust accounts which include, but may not be limited to, revocable and irrevocable trusts under wills and other accounts. Prepare and file probate petitions. Collect and distribute estate/decedents assets by contacting banks, brokerage houses, and appraisers. Prepare receipts and releases. Open, establish, and maintain estate checking accounts. Pay decedents bills and administration expenses. Compile all information required to prepare annual tax returns. Prepare and file New York state and federal estate tax returns including the court inventory. Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS. Forward executed tax returns to accountants; maintain archival files. Assure that trusts are properly funded to pay taxes.Prepare for federal audit. Research and investigate any requests, problems or issues, and resolve with appropriate parties. Prepare initial drafting of wills, powers of attorney, and healthcare documents.

Please refer to Job code segue-731 when responding to this ad.

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