Estate Administration Paralegal

Jobot; Fort Washington (PA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with matching

AD&D insurance

Dental Insurance

Health insurance

Vision insurance

Life insurance

Paid time off

Disability insurance

Flexible spending account

Job summary

An established industry player is seeking a dedicated professional for estate administration. This role involves managing probate tasks, maintaining financial records, and assisting with tax preparations. Join a team of experienced legal experts committed to delivering top-tier services across various practice areas. With a focus on building strong client relationships, this position offers a supportive work culture and excellent benefits. If you are passionate about providing effective solutions and ensuring favorable outcomes for clients, this opportunity is perfect for you.

Qualifications

• Experience in estate administration and managing probate tasks.
• Strong financial aptitude and communication skills.

Responsibilities

• Identify estate assets and manage probate-related tasks.
• Administer estates and maintain accurate financial records.
• Assist with tax return preparation and fiduciary accountings.

Skills

Estate Administration

Financial Management

Communication Skills

Client Service

Tools

Microsoft Word

Microsoft Excel

Lackner Software

CCH ProSystem fx Tax Software

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $85,000.00/yr

Local North Philadelphia firm with great benefits and work culture

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

A Bit About Us

We are a team of experienced legal professionals committed to providing personalized and effective solutions to meet our clients' diverse needs. With a legacy of trusted service, we focus on delivering top-tier expertise across a wide range of practice areas, from business law to estate planning, real estate, and beyond. Our approach centers on building strong relationships, offering practical advice, and achieving favorable outcomes.

Why join us?

• Base Salary $60,000 - $85,000
• 401(k) with matching
• AD&D insurance
• Dental Insurance
• Health insurance
• Vision insurance
• Life insurance
• Paid time off
• Disability insurance
• Flexible spending account

Job Details

Responsibilities

• Identify estate assets and manage probate-related tasks.
• Administer estates independently and ensure accurate record-keeping.
• Maintain financial records for tax return preparation and fiduciary accountings.
• Assist with the preparation, review, and filing of income tax, inheritance, and estate tax returns.
• Prepare fiduciary accountings for estates and trusts.
• Draft documents for informal estate and trust settlements.

Job Requirements

• Previous experience in estate administration.
• Strong aptitude for handling complex financial matters.
• Excellent communication skills and a commitment to client service.
• Proficiency in Microsoft Word and Excel.
• Familiarity with Lackner software and CCH ProSystem fx Tax software.

Preferred Experience

• Corporate and real estate matters
• Preparing income tax returns for individuals, estates, and trusts

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.