Hybrid Trusts & Estates Paralegal – Administrator

Liberty Personnel Services, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Liberty Personnel Services, Inc. seeks a Trusts and Estates Administrator to independently manage estate and trust administration within a Private Client practice. This role coordinates fiduciary tax matters and collaborates with attorneys, fiduciaries, beneficiaries, and financial institutions to ensure timely and accurate administration.

The position is full-time and hybrid, four days on site. Ideal candidates bring strong organizational skills, sound judgment, and the ability to handle

Qualifications

• Bachelor's degree required; paralegal certificate preferred.

Responsibilities

• Independently manage estate and trust administration matters from inception through completion.
• Coordinate fiduciary tax administration, including gathering financial information and assisting with tax returns.
• Prepare and support federal and state estate, gift, inheritance, and fiduciary income tax returns.
• Prepare estate and trust accountings, informal settlement agreements, and related documents.
• Maintain accurate financial records and files for high-net-worth estates and trusts.
• Monitor deadlines and progress across multiple matters, coordinating next steps.

Skills

Estate and trust administration

Fiduciary taxation

Client service

Multitasking

Attention to detail

Communication

Independent judgment

Education

Bachelor's degree

Paralegal certificate

Tools

Microsoft Word

Microsoft Excel

Fiduciary tax software

Job description

Liberty Personnel Services, Inc. seeks a Trusts and Estates Administrator to independently manage estate and trust administration within a Private Client practice. This role coordinates fiduciary tax matters and collaborates with attorneys, fiduciaries, beneficiaries, and financial institutions to ensure timely and accurate administration.

The position is full-time and hybrid, four days on site. Ideal candidates bring strong organizational skills, sound judgment, and the ability to handle