Estate Administrator
: Job Details :

Coordinating administrative procedures from probate of will to distribution of assets. Gathering assets and obtains valuation thereof. Preparation of the following tax returns: Federal Estate Tax, PA Inheritance Tax, Fiduciary Income Tax, Personal Income Tax, Federal gift tax returns, and other miscellaneous tax returns. Oversight of administrative duties including file management. Acting as liaison between Firm and clients. Preparation of Trust Fiduciary Income Tax Returns. Researching and drafting documents such as estate deeds, receipt and release agreements, incapacity proceedings. Auditing documents including preparation of petitions, riders, notices, schedules of distribution and electronic filing thereof with the courts. Experience/ Qualifications. A bachelors degree from an accredited college or university and 3 to 5 years of relevant experience or, equivalent combination of education and experience. Proficiency in Lackner; Lacerte; Number. Cruncher; Tiger. Tables and FDS secu...Administrator, Estate, Management, Legal, Benefits, Tax