Trust Administrator jobs in Passaic, NJ

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Tax Paraprofessional - Trust & Estate
  • CohnReznick
  • Parsippany, NJ FULL_TIME
  • Opportunity ID

    6326

    Department(s)
    Tax
    Location(s)
    Parsippany
    Job description

    CohnReznick currently has an exciting career opportunity in the T&E Tax Team to work in Parsippany, NJ. We are looking for a Paraprofessional to join our team.


    If you are:

    • A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities
    • A team player who believes in providing world-class client service and interested in becoming immersed in various industries
    • Looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community


    Look ahead. Imagine more. And consider joining the CohnReznick team.


    We offer:

    • Endless opportunities to contribute to one of the largest professional services firm in the US
    • A unique culture that values collaboration in everything we do
    • A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
    • A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
    • Varied career paths supported by strong professional development programs and resources
    • A flexible work environment with competitive benefits


    As a Paraprofessional on the Trust & Estate tax team you will contribute to client compliance engagements. The compliance team is a specialized team that helps ensure clients meet their tax compliance requirements, and team members enjoy a rewarding career in a broad range of technical industries. This individual will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for you to demonstrate your expertise in tax research, tax planning, preparation of complex 1040, 1041, 706 and 709 returns. In addition, to succeed in this role you will:

    • Prepare complex gift, estate and fiduciary income tax returns;
    • Prepare fiduciary accounting for trusts and estates;
    • Provide tax planning and consulting to high net worth clients for estate and individual income taxes;
    • Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues;
    • Interacting with client to gather data required to prepare and file different returns
    • Preparing and reviewing returns and reconciliation schedules
    • Assist in project coordination including work flow, deadline management, and scheduling
    • Scheduling and setting appointments with clients and internal team
    • Following up with team members and clients regarding outstanding items
    • Assist other team members with the delivery of engagements as needed, including legal research and writing reports, activity narratives regarding technical issues
    • Assist team with documentation analysis and other administrative duties


    Required Skills:

    • Solid organizational skills with a demonstrated ability to multi-task
    • 3-5 years with professional services firm
    • Must have strong analytical skills and attention to detail
    • Understanding with Microsoft Software’s (Excel, Word, Outlook)
    • Must have the ability to prioritize and handle the pressure of working within tight deadlines
    • Required to solve problems with limited information, often in short time frames.
    • Excellent communication and presentation (verbal and written) skills, and the ability to build and maintain strong relationships with firm and client personnel at all levels
    • Ability to work overtime as required


    CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters

    Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities

    Employment is subject to verification of pre-screening tests, which may include background check and credit check. If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.


    CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

    #LI-BB1 #CB #GD

  • 8 Days Ago

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Trust & Estate Paralegal
  • Jobot
  • Boonton, NJ FULL_TIME
  • National Law Firm seeks skilled T&E Paralegal for a Hybrid WFH Role - High Comp This Jobot Job is hosted by: Kevin Ross Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and...
  • 26 Days Ago

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Tax Partner, Trust & Estate
  • Sax LLP
  • Parsippany, NJ FULL_TIME
  • At Sax LLP, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held ...
  • 1 Month Ago

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Administrator
  • American Medical Associates
  • Wayne, NJ FULL_TIME,PART_TIME
  • Administrator-Nursing Home Located in Wayne, NJ A beautiful, skilled long term care nursing home is currently seeking an experienced Nursing Home Administrator to work at a long term care facility loc...
  • 13 Days Ago

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Real Estate Agent
  • RE/MAX Trust Properties
  • Clifton, NJ CONTRACTOR,FULL_TIME,PART_TIME
  • Join our growing team at RE/MAX Trust Properties as a motivated Real Estate Rental/Sales Agent! As a Real Estate Agent, you'll handle all aspects of real estate transactions on behalf of clients, incl...
  • 1 Month Ago

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Project Administrator
  • OneTen
  • Brook, NJ FULL_TIME
  • At Trane Technologies® we Challenge Possible. Our brands – including Trane® and Thermo King® - create access to cooling and comfort in buildings and homes, transport and protect food and perishables, ...
  • 15 Days Ago

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0 Trust Administrator jobs found in Passaic, NJ area

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Associate Attorney
  • Levine, Furman & Rubin, LLC
  • New York, NY
  • ASSOCIATE ATTORNEY WHO WANTS A CAREER, NOT A JOB Central New Jersey boutique Law Firm with a primary focus in Estate Pla...
  • 4/23/2024 12:00:00 AM

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Estate & Trust Administration Paralegal
  • Levine, Furman & Rubin, LLC
  • East Brunswick, NJ
  • Trust and Estate Administration Paralegal At Levine, Furman & Rubin, we're in the business of helping people preserve th...
  • 4/22/2024 12:00:00 AM

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Senior Trust Officer
  • Citizens
  • New York, NY
  • Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate ...
  • 4/22/2024 12:00:00 AM

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Senior Trust Administrator
  • Wilmington Trust
  • Florham Park, NJ
  • Overview: Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with...
  • 4/21/2024 12:00:00 AM

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Trust Officer
  • Rockefeller Capital Management
  • New York, NY
  • About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory firm pr...
  • 4/21/2024 12:00:00 AM

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Trusts & Estates, Senior Counsel or Partner
  • Mcclure Harrison Inc.
  • New York, NY
  • This group has a broad transactional practice and tackles all areas of estate planning, estate and trust administration ...
  • 4/21/2024 12:00:00 AM

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Paralegal-Trust and Estates
  • Trandon Associates, Inc
  • New York, NY
  • Job Description Job Description National Law Firm seeking a Paralegal for their Trusts and Estates department. QUALIFICA...
  • 4/20/2024 12:00:00 AM

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Trusts & Estates, Senior Counsel or Partner
  • McClure Harrison, Inc.
  • New York, NY
  • This group has a broad transactional practice and tackles all areas of estate planning, estate and trust administration ...
  • 4/20/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 3.244 square miles (8.401 km2), including 3.146 square miles (8.149 km2) of land and 0.098 square miles (0.253 km2) of water (3.01%). Unincorporated communities, localities and place names located partially or completely within the city include Davis Bridge and Pleasant Plains. Passaic's only land border is with neighboring Clifton, which borders Passaic to the north, south, and west. The Passaic River forms the eastern border of Passaic. Four additional neighboring towns in Bergen County immediately across the river fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$71,322 to $91,137
Passaic, New Jersey area prices
were up 1.5% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020