Lead Trusts & Estates Administrator

Dechert LLP; Philadelphia (Philadelphia County); On-site; USD 80,000 - 110,000; Full time

Job summary

Dechert LLP in Philadelphia seeks a Trusts and Estates Administrator to work independently alongside lawyers, providing essential support for estate and trust administration, fiduciary tax matters, and client communications. The role involves managing probate filings, asset valuation, and coordinating with fiduciaries and beneficiaries to ensure timely, accurate results.

The ideal candidate has at least five years of relevant law-firm experience, excellent written and oral communication, strong

Qualifications

• Bachelor's Degree required; Paralegal Certificate preferred.
• Minimum of five years of relevant experience in estate and trust administration, fiduciary tax, or private wealth matters.
• Excellent written and oral communication, interpersonal, and organizational skills.
• Ability to manage varied tasks, prioritize deadlines, and work cooperatively within a team.
• Proficiency with computer programs including Microsoft Office Suite; knowledge of tax and fiduciary software is a plus.

Responsibilities

• Independently manage administration of estates and trusts, including preparation of probate petitions and filings.
• Assist with fiduciary tax administration and prepare supporting documentation.
• Track deadlines and manage multiple active estates, trusts and tax matters.
• Prepare tax returns (Estate, Gift, Income) at federal and state levels.
• Maintain financial records and documentation for tax returns and trust administration.

Skills

Communication skills

Organization

Attention to detail

Time management

Critical thinking

Confidentiality

Teamwork

Education

Bachelor's Degree

Paralegal Certificate

Tools

Microsoft Office

Zane

CCH Axcess

OneSource

Job description

Dechert LLP in Philadelphia seeks a Trusts and Estates Administrator to work independently alongside lawyers, providing essential support for estate and trust administration, fiduciary tax matters, and client communications. The role involves managing probate filings, asset valuation, and coordinating with fiduciaries and beneficiaries to ensure timely, accurate results.

The ideal candidate has at least five years of relevant law-firm experience, excellent written and oral communication, strong