Paraprofessional will assist the firm’s Trusts and Estates group and Legal Department.
Support trust administration under the direction of tax professionals.
Review and summarize trust documents; information gathering and tracking.
Prepare or review estate tax returns (Form 706) and gift tax returns (Form 709).
Prepare or review accountings.
Draft and review NDAs and engagement agreements; assist subpoenas.

🎯 Requirements

Strong knowledge of post-death trust administration
Understanding of tax-exempt organizations a plus
Ability to research statutes applicable to CPA firms
Experience reviewing NDAs and handling subpoenas
Excellent verbal and written communication skills
Superior organization and attention to detail
Advanced MS Office skills (Word, Excel, Outlook, PowerPoint)

🎁 Benefits

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