Fiduciary Administrator
Apply NowCompany: Glenmont Group
Location: New York, NY 10025
Description:
JOB REQUIREMENTS:
JOB DUTIES:
- Bachelors Degree
- Minimum of 10+ years of recent experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm
- Knowledge of Hot Docs Surrogate's Court Forms
- Familiarity with Surrogate's Court procedures in NY, CT, NJ, & FL
- Knowledge of ProSystem or Gosystem
- Knowledge of Omega or OneSource Software a plus
- Professional demeanor and strong work ethic
- Willingness to learn and to be a team player, with dedication to quality service
- Excellent written and verbal communication skills
- Build strong working relationships with clients, attorneys, accountants and other administrators
- Knowledge of Tax Forms 1041, 706, 709, 990-PF
JOB DUTIES:
- Facility with client contact, draft correspondence and documents relating to legal and administrative aspects of estate and trust administration.
- Preparation of probate and administration papers, Federal and New York State and other state estate and inheritance tax returns, coordination of distributions to various trust beneficiaries; assist in arrangement for payment of estimated taxes; maintenance of tax "tickler" and verification of timely filing of returns; assemble work papers for several client individual tax returns; confer with attorneys, investment advisors, and administrators on various matters as questions arise.
- Arrange for date of death appraisals of assets, establish estate accounts; preparation of Receipt and Release documents. Preparation of Agreements Settling Accounts of Executors and Trustees