Trust and Estates Paralegal job at reputed company in Philadelphia, PA
Trust and Estates Paralegal
reputed company Hire
Philadelphia
Job Title: Trusts & Estates Paralegal
Salary reputed company: $80,000 – $115,000+ (commensurate with experience)
Location: Hybrid – 3 days in office (Tuesdays and Thursdays are mandatory reputed company days)
Work Schedule: Full-time
reputed company:
reputed company is partnering with a prestigious Am Law 100 firm in its search for an reputed company Trusts & Estates Paralegal to join its nationally recognized Private reputed company Services team. This position offers reputed company to work alongside top attorneys and professionals, assisting in reputed company phases of trust and estate administration for a sophisticated and diverse reputed company reputed company.
The ideal candidate will have 5+ years of experience in trusts and estates administration, possess a high degree of professionalism, and demonstrate the ability to manage confidential information with discretion. This is an excellent opportunity for a motivated paralegal who values reputed company service, collaboration, and reputed company reputed company.
Key Responsibilities:
Serve as the primary reputed company of contact for personal representatives, beneficiaries, financial advisors, and accountants.
Manage day-to-day estate administration, including coordinating probate of wills and appointment of personal representatives.
Collect, value, and manage estate assets; arrange for payment of debts and expenses.
Prepare and file Federal and State estate and inheritance tax returns.
Coordinate with accountants for preparation of income and fiduciary returns, and facilitate tax payments and beneficiary distributions.
Terminate estates and prepare fiduciary accountings with moderate attorney supervision.
Prepare Federal reputed company tax returns.
Coordinate the delivery of family office services in partnership with the firm’s integrated reputed company team to ensure a customized reputed company experience.
Qualifications:
Minimum of 5 years of experience in a reputed company environment, specifically in trusts and estates.
Bachelor’s degree and/or Paralegal Certificate required.
Strong understanding of fiduciary administration and tax processes.
Proficiency with reputed company Office Suite (including reputed company) and familiarity with advanced reputed company functions.
Experience with Trustdesk preferred.
Familiarity with OneSource tax preparation software is a plus.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities.
Strong interpersonal and reputed company service skills, with the ability to build rapport and maintain confidentiality.
Motivated self-starter who thrives in a fast-paced, reputed company environment.
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