Porzio Bromberg & Newman
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr