Job Details

Probate/tax Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Valid Through

Sep 23, 2021

Posted on

Jun 10, 2021

Years of Experience

Min 5 yrs required

Location

Boston, MA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Profile

Probate/Tax Paralegal
The candidate will be responsible for preparing court documents and filings. Preparing and filing federal and state fiduciary income tax returns, estate tax returns, gift tax returns, cash requirements for estates, valuation of estate assets, calculating trust funding and trustee appointment documents, and other projects within the Trusts & Estates Group as needed. Will be working closely with clients and financial institutions and appraisers. Will be marshaling decedent’s assets and valuation of stock and bond portfolios. Maintaining checkbooks and ledgers. Coordinating liquidation and/or transfer of decedent’s assets. Preparing receipts, releases, and indemnification agreements; formal and informal accountings for estates and trusts. Coordinating distribution to beneficiaries of estates and trusts. Providing documents needed for the sale of the decedent’s real property or cooperative apartment, including obtaining releases of federal and state estate tax liens. Organizing and maintaining records. Administering insurance trusts.

Qualification and Experience

The candidate must have Bachelor’s Degree or Paralegal Certificate. Should preferably have 5 years of trusts and estates experience at a law firm. Must have strong technical skills, including the use of various tax and accounting programs, ProSystem fx, Word, and Excel. Must have excellent written and verbal communication as well as interpersonal skills. Attention to detail and the ability to handle multiple priorities is essential. Ability to work independently and as part of a team is needed. Work effectively, calmly, and quickly under pressure is a must.

Additional info

Send resume.

Company info

Nancy Gill
Human Resources
Sullivan & Worcester LLP
One Post Office Square
Boston, MA 02109
Fax: 617-338-2880

Review:

"A Nearly Perfect Firm"

Current Employee - Reviewed on December 18, 2017

Make sure that people are given enough time off to prevent them from burning out.

Pros : You will make more here than anyone else with similar jobs and on top of that we have lots of friendly workers.
Cons : The quality of work expected here is extremely high and you are expected to keep it at that level all the time.
Current or former employee? : Current Employee

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