• Preparation of probate petitions, etc., for all estate clients and handling of Surrogate’s Court filings
• Marshaling of estate assets for clients (closing of existing accounts; opening of estate accounts, etc.)
• Preparation of Estate Tax Returns
• Preparation of judicial and non-judicial accounting for all trusts and estates

Software is:

• Thomson Reuters ONESOURCE 706 and accounting program
• GEMS 706 and accounting program
• LexisNexis NY Surrogate’s Court Forms programs

Competitive salary and excellent benefits. Must have at least 5 years’ experience. The position is in-person five days a week.

If interested please send resume to Marija Tupanceska at mtupanceska@friedmanwilliams.com.