Trusts & Estates Paralegal

A well respected law firm is seeking an experienced Trusts & Estates Paralegal to join their team!

This is an in-office position that is eligible for occasional remote work. The T&E group is generally in office about four days a week, based on the level of client interaction/in-person meetings/general nature of the group. They are extremely flexible and understand if the need arises to stay home because someone is taking care of sick kids, pets, someone coming to fix something at your home, etc.

The work environment is business casual and they offer a competitive compensation and benefits package, which includes well-being initiatives, paid parental leave and support programs, and a parking/transportation stipend to name just a few.

Featured benefits:
Medical insurance
Vision insurance
Dental insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance

Opening for an experienced trusts and estates paralegal with experience in tax return preparation.

Responsibilities Include:

Preparing estate tax and gift tax returns.
Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
Assisting with trust funding and administration.
Communicating with clients and advisors.

Qualified Applicants Will Have:

3+ years of probate, trust and tax experience.
General understanding of estate planning principles and trust funding procedures.
Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
Strong organizational skills, attention to detail and good judgment.
Ability to manage high volume priorities while working with others to meet deadlines.
Excellent written, verbal and interpersonal communication skills, especially when working with clients.
Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required.

The billable hour requirement for paralegals is 1600 per year.