Trusts & Estates Admin Paralegal - Tax & Accounting

Day Pitney LLP; Providence (RI); On-site; USD 52,000 - 65,000; Full time

Job summary

Day Pitney LLP seeks an experienced Trusts and Estates Administrative Paralegal in Providence, RI to manage high-volume, complex work from start to finish in estate and trust administration.

You will collaborate with attorneys, prepare probate and accounting documents, accountings, and tax returns, and use MS Office, PDF tools, and document management software. Strong organizational and communication skills are essential.

Qualifications

• Undergraduate degree and paralegal certification (or equivalent).
• Familiarity with procedures of courts and regulatory agencies.
• Experience with MS Office, PDF tools, scanning/production utilities, and document management software.
• Experience with tax preparation and accounting software (e.g., FastTax, ProSystems).
• Ability to learn advanced software and adapt to new technology.

Responsibilities

• Identifying, gathering, and valuing assets; preparing probate and accounting documents.
• Preparing accountings for both estates and trusts.
• Preparing death tax returns, including federal and state returns.
• Reviewing and interpreting wills and trust agreements with attorneys to fund trusts.
• Conducting basic research using reference materials and various resources.

Skills

Mathematical skills

Organizational skills

Technological skills

Communication skills

Client service skills

Education

Undergraduate degree

Paralegal certification

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

PDF software

Document management software

Tax/accounting software (FastTax, ProSystems)

Job description

Day Pitney LLP seeks an experienced Trusts and Estates Administrative Paralegal in Providence, RI to manage high-volume, complex work from start to finish in estate and trust administration.

You will collaborate with attorneys, prepare probate and accounting documents, accountings, and tax returns, and use MS Office, PDF tools, and document management software. Strong organizational and communication skills are essential.