Education and Experience: · Undergraduate degree and paralegal certification (or equivalent); · Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred; · Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software; · Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems); · Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and. Responsibilities: · Identifying, gathering, and valuing assets; · Preparing various probate and estate administration documents; · Preparing accountings for both estates and trusts; · Preparing death tax returns, including federal and state estate tax returns; · Preparing federal and state fiduciary income tax returns; · Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts; · Managing a docket system and tracking deadlines; and.