Returns Administrator Jobs

Estate Settlement Attorney

Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estat...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Paralegal or JD candidates encouraged to apply
Minimum of 5+ years of estate settlement experience
Expertise in probate, tax legislation, and trust administration
Familiarity with estate tax return preparation and related software tools.

Job Responsibility

Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations
Generate estate tax projections and analyze planning documents for tax-related insights
Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation
Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks
Provide exceptional client service through clear communication of complex estate planning and tax concepts
Proactively address trustees’ needs, offering guidance on settlement timetables and processes
Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities
Manage multiple concurrent projects and prioritize tasks effectively
Work closely with internal teams, including fiduciary services and investment professionals
Uphold high-quality service standards while adhering to established processes.

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
Access to company 401(k) plan
Free online training.

Fulltime

Paralegal - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-establis...

Location

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

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

Job Responsibility

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
Assist clients to fund trusts and retitle assets

What we offer

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

Fulltime

Bookkeeper

Our client, a reputable organisation in the Hillington area of Glasgow, is seeki...

Location

United Kingdom , Glasgow

Salary:

14.00 - 15.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience with Sage 200 software
Recent experience in Bookkeeping or Finance Administration
Strong attention to detail to ensure accuracy in financial reporting
Excellent communication skills, both written and verbal, for effective interaction with team members and stakeholders
Strong numerical skills to analyse financial data efficiently.

Job Responsibility

Complete VAT returns accurately and on time
Review and reconcile company bank statements
Prepare Management Accounts and supporting schedules
Manage prepayments and accruals.

What we offer

flexible working hours
positive working atmosphere
supportive team environment

Parttime

Bookkeeper

Our client based in Chatham is looking for someone to join their team in this Te...

Location

United Kingdom , Chatham

Salary:

15.00 - 17.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Bank Reconciliation
VAT Returns
Purchase and Sales Ledger
Payroll Administration
Financial Reporting
access to your own transport

Job Responsibility

Bank Reconciliation
VAT Returns
Purchase and Sales Ledger
Payroll Administration
Financial Reporting

What we offer

Temporary to Permanent Opportunity

Fulltime

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...

Location

United States , San Francisco

Salary:

100000.00 - 125000.00 USD / Year

Benchmark Makers

Expiration Date

Until further notice

Requirements

BA or BS degree strongly preferred
Associate's degree or paralegal certificate with eight years of comparable work experience
Minimum of eight (8) years of experience
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
Excellent written and verbal communication skills
Strong problem-solving skills
Strong organizational skills
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Job Responsibility

Calendar management, including tax-related deadlines and client calls/meetings
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
Estate administration, including prepare and file probate documents, advise and respond to clients
Trust administration, including prepare withdrawal right notices and appointments of successor trustees
Prepare trust and estate accountings
Draft simple wills and correspondence
Apply for tax identification numbers
Prepare and file deeds and related documents, review deed records
Form entities with Secretary of State office
Prepare corporate minutes and maintain minute books

Fulltime

Senior Attorney

We are looking for a highly skilled senior attorney to join our Private Clients ...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of six years of experience in estate and trust administration, with a focus on high-net-worth clients
In-depth knowledge of probate court procedures, estate planning, and trust administration
Expertise in preparing estate and gift tax returns and handling fiduciary income tax matters
Familiarity with Massachusetts probate court processes and regulations
Strong academic credentials with a proven track record of legal excellence
Exceptional judgment, communication, and interpersonal skills
Ability to thrive in a collaborative and team-oriented work environment
Commitment to delivering outstanding client service and tailored legal solutions

Job Responsibility

Manage estate and trust administration processes for high-net-worth clients, ensuring compliance with legal and financial regulations
Handle probate court procedures, including filings and representation, with meticulous attention to detail
Prepare and review estate and gift tax returns, ensuring accuracy and adherence to current tax laws
Facilitate trust distributions, including complex transactions to and from trusts
Provide expert guidance on estate, gift, and fiduciary income tax matters, including strategic planning and execution
Collaborate with clients and internal teams to deliver tailored solutions that meet individual estate planning needs
Maintain up-to-date knowledge of Massachusetts probate court procedures and apply this expertise effectively
Offer strategic advice and counsel to clients, demonstrating strong communication and problem-solving skills
Work closely with colleagues in a team-oriented environment to ensure high-quality service delivery
Contribute to the firm’s growth and innovation by identifying opportunities for process improvement and client engagement

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility for a 401(k) plan
Access to free online training
Competitive compensation

Fulltime

Trust and Estate / Estate and Tax Paralegal

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures

Job Responsibility

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Accounts Assistant

We are supporting an established and highly reputable firm to recruit a motivate...

Location

United Kingdom , Taunton

Salary:

25000.00 - 28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

AAT level 2 or 3 is desirable
Experience using accounting software
General all-round accounts/finance experience
Excellent communication skills and great team player
Reliable, proactive, and motivated attitude

Job Responsibility

Working closely with the Manager, updating them daily on client work
Assisting in the completion of clients' payrolls, communicating with clients, and ensuring all pay runs are correctly completed
Assisting clients in bookkeeping and ensuring VAT returns are completed on time for submission to HMRC
Processing client invoices and bank reconciliation in the relevant cloud software
Assisting in general accounts production work
Assisting in the completion of self-assessment tax returns
General administration duties in the office such as filing and database management
Providing an excellent service to all clients

What we offer

Generous Pension Scheme
Generous holiday allowance + Bank Holidays, plus additional day for your Birthday and 2 days off additionally for Christmas shutdown
The opportunity to grow professionally with study support provided both financially and time to study during the working day
Comprehensive induction programme
Annual salary review
Annual bonus scheme
Employee Assistance Program
Supportive company culture and excellent values
Modern, bright, open plan and luxurious offices
Free Parking

Fulltime

Returns Administrator

Office Angels

Location:
United Kingdom , Dartford

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
June 13, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Returns Administrator

Office Angels

Location:United Kingdom , Dartford

Category:Office Administration

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:June 13, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
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Contract Type:
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Job Posted:
June 13, 2025