Trusts & Estates Paralegal - Private Client

Friedman Williams; Philadelphia (Philadelphia County); On-site; USD 65,000 - 95,000; Full time

Job summary

Friedman Williams is seeking an experienced Trust & Estates Paralegal to support its Private Client practice in New York City or Philadelphia. You will manage estate and trust administration, assist with fiduciary tax compliance, and collaborate with attorneys, accountants and high-net-worth clients.

The ideal candidate will have a strong background in estate and trust administration, excellent organizational skills, and the ability to independently manage complex matters with minimal

Qualifications

• Bachelor's degree is required; paralegal certificate is preferred.
• Experience in estate and trust administration and fiduciary taxation is essential.
• Strong written and verbal communication, organizational and interpersonal skills.

Responsibilities

• Independently manage estate and trust administration matters from inception to completion, including probate petitions, court filings, asset collection and valuation.
• Prepare and assist with federal and state estate, inheritance, gift, and fiduciary income tax returns.
• Coordinate with accountants and tax preparers to gather financial information and meet tax deadlines.
• Prepare estate and trust accountings and agreements for informal settlements of accounts.
• Maintain accurate financial records and confidential files for high-net-worth clients.

Skills

Estate & trust administration

Fiduciary taxation

Communication

Organization

Independent work

Education

Bachelor's degree

Paralegal certificate preferred

Tools

Microsoft Word

Microsoft Excel

Zane

CCH Axcess

ONESOURCE

Job description

Friedman Williams is seeking an experienced Trust & Estates Paralegal to support its Private Client practice in New York City or Philadelphia. You will manage estate and trust administration, assist with fiduciary tax compliance, and collaborate with attorneys, accountants and high-net-worth clients.

The ideal candidate will have a strong background in estate and trust administration, excellent organizational skills, and the ability to independently manage complex matters with minimal