Trust & Estate Paralegal
Large Firm w/ an Amazing Culture seeks Trust & Estate Paralegal w/ Flexible WFH!
  • Boston, MA
  • $70,000 - $125,000
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A bit about us:

This East Coast law firm with more than 300 attorneys providing unlimited access to partners and has cultivated a deep bench of knowledgeable and experienced attorneys in all practice areas. The lawyers work seamlessly across disciplines to guide our clients through the evolving legal landscape.

The firm’s experience is extensive, including work in eight core industries: Energy and Utilities, Financial Services, Healthcare and Life Sciences, Insurance and Reinsurance, Intellectual Property and Technology, Manufacturing and Transportation, Real Estate and Environmental, Tax Exempt Organizations and Charitable Giving.

Looking for experienced Trust & Estate Paralegal

Why join us?

Medical
Dental
Vision
401K
Profit Share
PTO
WFH Flexible

Job Details

JOB FUNCTIONS:

Prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
Maintain financial records of trusts; perform trust accounting; audit accounts.
Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
Obtain and reconcile 1099 and K-1statements.
Revocable and irrevocable trust funding and administration (pre and post death).
Probate administration, including drafting of probate pleadings.
Maintain close personal contact with clients and financial advisors.
Meet annual billable hour requirement of 1500 hours.
Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
Independently organize and manage files or delegate similar tasks to Records Clerk and supervise same.
Maintain professional demeanor and attitude.
Comply with firm policies.
Sustain attention to detail and quality of work.
CORE REQUIREMENTS:

Ability to deliver superior service to all internal and external customers and communicate effectively.
Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.
POSITION-SPECIFIC REQUIREMENTS:

5 years Trusts & Estates experience preferred.
Two-year degree required. Bachelor’s degree or Paralegal certificate from ABA approved program preferred; significant, substantive related experience may be considered in lieu of formal education.
Excellent communication, analytical, and organizational skills.
Proven success working in a fast-paced, continually changing environment.
Ability to prioritize; excellent time management.
Corporate and Real Estate experience a plus.
Proficiency with Microsoft Office applications.
Familiarity with tax and trust accounting software.
Experience with document database programs and/or software.
Significant client case management experience.
Exceptional attention to detail.
Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.
Highly organized, able to prioritize workflow and manage projects.
Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
Boston, MA
Job Type
Permanent
Compensation
$70,000 - $125,000