US-NY: New York-Trust and Estate Administrator
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US-NY: New York-Trust and Estate Administrator         

Group: aol.neighborhood.nj.jerseycity · Group Profile
Author: JobCircle.Com
Date: Aug 31, 2008 05:01

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JobCircle.com is a regional job board serving all industries
and occupations in the PA, NJ, DE, NY, MD, and DC areas.

We offer a regional job board, online learning, and regional
job fair events for jobseekers who live in our areas of focus.

To Learn More:

Job Board: http://www.JobCircle.com?source=ng
eLearning: http://www.JobCircle.com/courseware?source=ng
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Job Title: Trust and Estate Administrator
Job Location: NY: New York
Pay Rate: -
Job Length: full time
Start Date: 2008-08-31

Company Name: The Execu|Search Group
Contact: Gregory Saukulak
Phone: email only
Fax: 212-972-0250

Description: As the Trust and Estate Administrator you will:

- 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

Required Skills:
- 5-8 years of progressive estate and trust administration experience
- Working knowledge of HotDocs, Internet research, due diligence, Excel, Access, Outlook, and Word
- Legal research knowledge and ability to use law library
- Applicable knowledge of legal and investment terminology
- Proficiency in BNA Federal Estate Tax program, fiduciary income tax forms and extensions
- Bachelors degree

Please refer to Job code J49302 when responding to this ad.

For FASTEST PROCESSING of your resume, please visit http://www.jobcircle.com/classifieds/1230846.html?source=ng to apply online.

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For fastest processing of your resume, this employer asks that
you apply to this job using the URL above.
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