Senior Paralegal - Estate Administration

Timoney Knox, LLP.; Fort Washington (Montgomery County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k with firm match

Medical, Dental & Vision insurance

Paid vacation and sick leave

Ten annual paid holidays

Job summary

Timoney Knox, LLP., based in Fort Washington, PA, is looking for a Senior Paralegal specializing in Estate Administration. The ideal candidate will manage all aspects of estate administration, working closely with clients and attorneys.

The role requires strong communication skills and experience in estate administration. Benefits include a competitive salary, 401k matching, and comprehensive insurance coverage.

Qualifications

• Experience independently administering Estates.
• Experience preparing income tax returns for individuals, Estates, and Trusts.
• Strong aptitude for complex financial matters.

Responsibilities

• Identify Estate assets.
• Perform Probate functions.
• Independently administer Estates.
• Maintain financial records.
• Review and file income, inheritance and Estate tax returns.

Skills

Experience independently administering Estates

Experience preparing income tax returns

Strong aptitude for complex financial matters

Excellent written and verbal communication skills

Commitment to client service

Job description

Job Details

Position: Senior Paralegal – Estate Administration

Location: Fort Washington, PA

Salary: $70,000.00 - $90,000.00 per year

Firm: Timoney Knox, LLP

Timoney Knox, LLP, a well-regarded Law Firm with over 100 years of history in Montgomery County, is seeking an experienced Estate Administration paralegal to join our growing team. In this role, the successful candidate will take on general responsibility for all aspects of the administration of Estates and Trusts. Strong communication and interpersonal skills are essential, as you will interact with attorneys, clients and colleagues regularly.

Job Duties

• Identify Estate assets
• Perform Probate functions
• Independently administer Estates
• Maintain financial records
• Review and file income, inheritance and Estate tax returns
• Prepare fiduciary accountings, Receipt and Release Agreements, Schedules of Distribution and other documents as required

Qualifications

• Experience independently administering Estates
• Experience preparing income tax returns for individuals, Estates, and Trusts
• Strong aptitude for complex financial matters
• Excellent written and verbal communication skills
• Commitment to client service
• Ability to reliably commute to Fort Washington, PA
• Ability to work in a fully in-office setting
• Pennsylvania Notary Public not required, but highly preferred

Benefits

• Competitive salary with bonus opportunities
• 401k with firm match
• Medical, Dental & Vision insurance
• Disability, AD&D and Life insurance fully covered by the firm
• Flexible spending account options
• Paid vacation and sick leave
• Ten annual paid holidays