Tax and Wealth Planning Paralegal

Min 8 yrs required

Full-time

No

Summary:

The Law Firm is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight years of experience. This full-time position is located in Blue Bell, PA and offers a competitive salary and benefits package. The primary responsibilities of this role include calendar management, preparation of tax returns, estate and trust administration, and basic research. The ideal candidate will have excellent communication and problem-solving skills, as well as strong organizational abilities. A BA or BS degree is preferred, but an Associate's degree or paralegal certificate with comparable work experience will also be considered. This is an at-will position and the firm is an Equal Opportunity Employer.

Salary Information:

- Competitive salary based on experience and qualifications
- Comprehensive benefits package including health, dental, and vision insurance, 401(k) plan, and more

Job Title:

- Taxation and Wealth Planning Paralegal

Experience Information:

- Minimum of eight years of experience required
- BA or BS degree preferred, but Associate's degree or paralegal certificate with comparable work experience will also be considered

Primary Responsibilities:

- Calendar management, including tax-related deadlines and client calls/meetings
- Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
- Estate administration, including prepare and file probate documents, advise and respond to clients
- Trust administration, including prepare withdrawal right notices and appointments of successor trustees
- Prepare trust and estate accountings
- Draft simple wills and correspondence
- Apply for tax identification numbers
- Prepare and file deeds and related documents, review deed records
- Form entities with Secretary of State office
- Prepare corporate minutes and maintain minute books
- Calculate taxes, tax exemptions, and executor fees
- Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney

Skills and Abilities:

- Excellent written and verbal communication skills
- Strong problem-solving skills
- Strong organizational skills
- Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously
- Ability to take initiative to improve processes while keeping team members informed
- Ability to maintain highest level of confidentiality
- Ability to provide outstanding customer service to internal and external clients/contacts
- Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs
- Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important
- Ability to work with numbers (., basic math, spreadsheets, bank statements)

Requirements:

- BA or BS degree strongly preferred
- Associate's degree or paralegal certificate with eight years of comparable work experience

Work Environment & Physical Demands:

- This job operates in a clerical, office setting
- Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds
- Visual acuity: Worker is required to have close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and extensive reading

Disclaimer:

- The above is intended to describe the general content of and requirements for the performance of this job
- It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties
- Management reserves the right to review and revise the job description at any time
- Employment with the firm is at-will
- Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation
- If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position

Equal Opportunity Employer:

- The firm is an Equal Opportunity Employer and values diversity in the workplace
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities:

- The contractor will not discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant
- However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, or consistent with the contractor’s legal duty to furnish information
- 41 CFR )

Not specified

Not specified

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Calendar management, tax preparation, estate administration, trust administration, corporate minute preparation, legal research, customer service, proficiency in Microsoft Office and tax preparation software, strong written and verbal communication, problem-solving, organizational skills, ability to work with numbers

BA or BS degree preferred, Associate's degree or paralegal certificate with 8 years of experience.

Interested candidates can apply online through the company's website or by email.

Qualification and Experience BA or BS degree preferred, Associate's degree or paralegal certificate with 8 years of experience

Legal