Morristown
Job Description Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-established and expanding law firm with two subsidiary companies and offices in NJ, NY, MA, DE, PA, and San Juan, Puerto Rico. Porzio is looking for a full-time, non-exempt Paralegal to join its Wealth Preservation team. Wealth Preservation paralegals are responsible for managing complex matters and/or complex projects and work under the direct supervision of an attorney. Wealth Preservation paralegals are expected to perform at a high level of productivity, effectiveness and competence. ESSENTIAL FUNCTIONS: • Obtain letters of administration, testamentary, and trusteeship;, • Assist with bonding process for administrators, executors, and trustees;, • Maintain and prepare fiduciary accountings;, • Manage estate administration process (including calendaring and coordination of document collection process with clients);, • Prepare state and federal tax returns (including estate, inheritance and gift tax returns);, • Prepare estate and trust settlement agreements, refunding bonds and releases;, • Prepare surrogate court filings;, • Calculate fiduciary commissions; and, • Assist clients to fund trusts and retitle assets., • The statements contained in this job description are not necessarily all-inclusive; additional duties may be assigned and job requirements may vary from time to time. EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS: • Bachelor’s degree preferred., • Paralegal Certificate, from an ABA-approved program, preferred., • Project management experience or training preferred., • A minimum of three (3) years of relevant experience., • Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative., • Strong verbal, written, analytical, organizational and interpersonal skills., • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload., • Flexibility in schedule to travel on company/client-related business., • A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit.Company Benefits:, • Medical, Dental, and Vision insurance, • 401(k) retirement plan with employer matching, • Individual and Dependent Life Insurance, • Short- and Long-Term Disability, • Paid Time Off, • Paid Holidays, • Employee Assistance Programs Porzio Bromberg & Newman, P.C. is an equal opportunity employer – women and minorities are encouraged to apply.
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