Paralegal - Trusts and Estates

Timoney Knox, LLP; Fort Washington (PA); On-site; USD 55,000 - 70,000; Full time

Job summary

Timoney Knox LLP, a respected law firm in Pennsylvania, seeks an experienced Trusts and Estates Paralegal. This role involves overseeing estate administration, including probate functions, financial record maintenance, and document preparation for tax filings. The ideal candidate possesses strong communication skills and a commitment to client service within a professional legal environment.

Benefits

401(k) with matching

AD&D insurance

Dental insurance

Disability insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Qualifications

• Prior experience with estate administration is preferred.
• Ability to manage complex financial matters.
• Proficiency with Microsoft Word and Excel is required.

Responsibilities

• Identify estate assets and perform probate functions.
• Maintain financial records for tax returns and fiduciary accountings.
• Prepare documents related to estate and trust settlements.

Skills

Communication

Client Service

Interpersonal Skills

Financial Aptitude

Tools

Microsoft Word

Microsoft Excel

Lackner Software

CCH ProSystem fx Tax

Job description

Location: Fort Washington, PA
Firm: Timoney Knox, LLP

Timoney Knox LLP, a well-regarded law firm located in Montgomery County, PA, is seeking an experienced Trusts and Estates Paralegal to join our dynamic team. In this role, the successful candidate will take on the general responsibility for all aspects of the administration of estates and trusts. Strong interpersonal skills are essential, as you will interact with clients and colleagues regularly.

Responsibilities:

As a Trusts, Estates, and Corporate Paralegal, your duties will include identifying estate assets, performing probate functions, and independently administering estates. You will maintain appropriate financial records necessary for preparing tax returns and fiduciary accountings, and assist with the preparation, review, and filing of income tax, inheritance, and estate tax returns. Additionally, you will prepare fiduciary accountings for estates and trusts, as well as Receipt and Release Agreements, Schedules of Distribution, and related documentation for the informal settlement of estates and trusts.

Job Requirements:

The ideal candidate will have prior experience with the administration of Estates and an aptitude for complex financial matters. Candidates must possess excellent communication skills and a commitment to client service. Proficiency in Microsoft Word and Excel is required, as well as familiarity with Lackner software and CCH ProSystem fx Tax software. Experience with corporate and real estate matters, as well as the preparation of income tax returns for individuals, estates, and trusts, is a plus.

Benefits:

• 401(k) with matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Join us at Timoney Knox LLP and contribute to a team that values professionalism and excellence in the legal field!