Estate and Trust Administrative Paralegal

3-5 yrs required

Full-time

No

Salary Information:

The salary for this position is competitive and commensurate with experience.

Job Title:

Estate and Trust Administrative Paralegal

Experience Information:

Undergraduate degree and paralegal certification (or equivalent);
Familiarity with procedures of Probate Courts, taxing authorities and regulatory agencies preferred;
Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
Experience working with tax preparation and accounting software (., FastTax, ProSystems).

Law Firm is seeking a highly organized and detail-oriented Estate and Trust Administrative Paralegal to join our team in Boston, MA or New York, NY. In this role, you will be responsible for managing a high volume of complex work involving estate administration, trust administration, probate, family law, and fiduciary accounting. The ideal candidate will have excellent communication and personal skills, strong technological skills, and the ability to work independently while collaborating with attorneys as needed. This is a great opportunity for a paralegal who is looking for a challenging and rewarding position in a dynamic and collaborative environment.

H1: Join our team as an Estate and Trust Administrative Paralegal
H2: Responsibilities and Requirements

Responsibilities:

• Manage the administration of estates from beginning to end
• Prepare various probate and estate administration documents
• Prepare accountings for both estates and trusts
• Prepare death tax returns, including federal and state estate tax returns
• Prepare federal and state fiduciary income tax returns
• Review and interpret wills and trust agreements in collaboration with attorneys
• Manage docket system and track deadlines
• Perform basic research using a variety of resources

Requirements:

• Undergraduate degree and paralegal certification (or equivalent)
• Familiarity with procedures of Probate Courts, taxing authorities, and regulatory agencies preferred
• Experience with Microsoft Office resources, PDF software, and document management software
• Experience with tax preparation and accounting software
• Ability to learn and use advanced software programs and new technology
• Excellent organizational, communication, and personal skills
• Ability to work independently and in a team environment

Salary Information:

The salary for this position is competitive and commensurate with experience. We also offer a comprehensive benefits package and opportunities for professional development and growth.

Overall, the Estate and Trust Administrative Paralegal position at our law firm is a challenging and rewarding opportunity for a detail-oriented and highly organized individual with a passion for providing exceptional client service. We value teamwork, collaboration, and continuous learning, and we are committed to providing a supportive and inclusive work environment. If you are interested in joining our team, we encourage you to apply today.

Not specified

Medical, Dental, Vision, 401k

English

Undergraduate degree and paralegal certification (or equivalent)

Interested candidates should submit a cover letter, resume, and salary requirements to [contact person name] at [email address] or [address].

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