Trusts & Estates Paralegal

Stradley Ronon; Malvern (Chester County); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a leading national law firm as a Trusts & Estates Paralegal in Malvern, where your expertise will contribute to the administration of complex estates and trusts. This role offers an exciting opportunity to work with a diverse range of clients in the financial services sector, ensuring meticulous financial record maintenance and tax preparation. You'll be part of a dynamic team that values innovative thinking and integrity, helping to shape the future of legal services. If you possess strong organizational and analytical skills, and thrive in a client-focused environment, this position is perfect for you.

Qualifications

• 5+ years of experience as a Trusts & Estates Paralegal required.
• Strong accounting background and experience with tax preparation software.

Responsibilities

• Independently administer complex estates and trusts.
• Maintain financial records for tax returns and fiduciary accountings.
• Prepare fiduciary accountings and related documentation.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Attention to Detail

Client Service Orientation

Proactive Attitude

Education

Bachelor’s Degree

Paralegal Certificate

Tools

GEMs

Zane

ProSystem fx

Job description

Stradley Ronon Stevens & Young, LLP is a national, full-service law firm founded in Philadelphia, Pennsylvania, with marquee practices in investment management, litigation, and business. We are committed to smart growth, innovative thinking, excellence, and integrity. With 225 attorneys and 180 business professionals, we proudly serve a diverse base of household-name clients, many of whom help shape the world of financial services and products, working together to produce achievements greater than the sum of our parts.

Stradley Ronon Stevens & Young, LLP, is seeking to hire a Trusts & Estates Paralegal to be based out of our Malvern office. Our ideal candidate will have strong organizational, communication, and analytical skills, excellent attention to detail, a client service orientation, and a proactive “can do” attitude.

Responsibilities include, but are not limited to:

1. Independently administer complex estates and trusts;
2. Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement;
3. Maintain financial records for use in preparing tax returns and fiduciary accountings;
4. Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns;
5. Prepare fiduciary accountings for estates and trusts;
6. Prepare various projections and calculations used for financial, tax, and estate planning purposes;
7. Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts.

Qualifications:

1. Bachelor’s degree and paralegal certificate preferred;
2. A minimum of 5 years of experience as a Trusts & Estates Paralegal;
3. Strong accounting background;
4. Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx;
5. Able to communicate effectively in writing and orally.

Seniority level

Associate

Employment type

Full-time

Job function

Legal

Industries

Law Practice