Trusts & Estates Paralegal

Capital Markets Placement; Pennsylvania; On-site; USD 60,000 - 80,000; Full time

Job summary

A national full-service law firm in Philadelphia is seeking a Trusts & Estates Paralegal for their Malvern office. The ideal candidate will have strong organizational and analytical skills, with at least 5 years of experience in the field. Responsibilities include administering estates, maintaining financial records, and preparing tax returns.

Qualifications

• At least 5 years of experience as a Trusts & Estates Paralegal.
• Strong accounting background.
• Effective written and oral communication skills.

Responsibilities

• Administer complex estates and trusts independently.
• Identify and marshal estate assets, perform probate functions.
• Maintain financial records for tax returns and fiduciary accountings.

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

Join to apply for the Trusts & Estates Paralegal role at Capital Markets Placement.

Stradley Ronon Stevens & Young, LLP, a national full-service law firm based in Philadelphia, Pennsylvania, is seeking a Trusts & Estates Paralegal for our Malvern office. Our ideal candidate has strong organizational, communication, and analytical skills, excellent attention to detail, a client service orientation, and a proactive attitude.

Responsibilities include, but are not limited to:

1. Administer complex estates and trusts independently.
2. Identify and marshal estate assets, and perform probate functions to administer estates through final settlement.
3. Maintain financial records for tax returns and fiduciary accountings.
4. Assist with preparing, reviewing, and filing fiduciary income, inheritance, and estate tax returns.
5. Prepare fiduciary accountings for estates and trusts.
6. Prepare projections and calculations for financial, tax, and estate planning.
7. Prepare Receipt and Release Agreements, Schedules of Distribution, and related documents for informal estate and trust settlements.

Qualifications:

• Bachelor’s degree and paralegal certificate preferred.
• At least 5 years of experience as a Trusts & Estates Paralegal.
• Strong accounting background.
• Experience with accounting and tax software such as GEMs, Zane, or ProSystem fx.
• Effective written and oral communication skills.

Additional Information:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Legal