Trusts & Estates Paralegal — Probate & Tax Support

Russell Tobin; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

Comprehensive health insurance

401(k) retirement plan

Job summary

A reputable legal firm in Boston seeks an experienced paralegal with at least five years in estate planning and probate administration. The role involves managing complex estate matters, assisting with tax returns, and communicating with clients and advisors. Strong organizational skills, proficiency in Microsoft Office, and attention to detail are essential. The firm offers a competitive benefits package including health insurance and a 401(k) plan.

Qualifications

• At least five years of experience as a paralegal in a law firm with a focus on estate planning and trust administration.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Outstanding organizational skills and the ability to prioritize tasks.
• Willingness to learn new skills and adapt.

Responsibilities

• Managing trust and estate administration matters.
• Assisting attorneys with estate and gift tax returns.
• Communicating with clients and third parties.
• Supporting attorneys with estate planning matters.
• Drafting and proofreading estate planning documents.
• Maintaining calendars and tracking key deadlines.

Skills

Organizational skills

Communication skills

Proficiency with Microsoft Office

Attention to detail

Ability to prioritize tasks

Tools

NetDocs

PDF documents

Job description

A reputable legal firm in Boston seeks an experienced paralegal with at least five years in estate planning and probate administration. The role involves managing complex estate matters, assisting with tax returns, and communicating with clients and advisors. Strong organizational skills, proficiency in Microsoft Office, and attention to detail are essential. The firm offers a competitive benefits package including health insurance and a 401(k) plan.