Trust & Estate Paralegal

Large Firm w/ an Amazing Culture seeks Trust & Estate Paralegal w/ Flexible WFH!

  • Stamford, CT
  • $70,000 - $125,000
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A bit about us:

This East Coast law firm with more than 250 attorneys providing unlimited access to partners and has cultivated a deep bench of knowledgeable and experienced attorneys in all practice areas. The lawyers and paralegals 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.

The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting in a manner that ensures the firm successfully meets its objective. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Because much of the work is in the areas of accounting and taxes, the paralegal must have good mathematical skills, good organizational skills, and strong technological skills.

Why join us?

Medical
Dental
Vision
401K
PTO
WFH Flexibility
Bonus

Job Details

Responsibilities:

Identifying, gathering, and valuing assets;
Preparing various probate and estate administration documents;
Preparing accountings for both estates and trusts;
Preparing death tax returns, including federal and state estate tax returns;
Preparing federal and state fiduciary income tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
Managing a docket system and tracking deadlines; and
Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

Undergraduate degree and paralegal certification (or equivalent);
Familiarity with procedures of Probate Courts/Surrogate’s Courts, taxing authorities and regulatory agencies preferred;
Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and
Good understanding of basic business relationships and client confidentiality principles.
Easy Apply Now
Easy Apply Now
Job Details
Location
Hartford, CT
Job Type
Permanent
Compensation
$70,000 - $125,000