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You Should Not Dabble: To Succeed It’s All or Nothing
Law Firm
Erie, PA, United States
ESTATE ADMINISTRATION PARALEGAL
Legal Staff
Company Review
1-3 yrs required
Full-time
No
## Estate Administration Paralegal Knox McLaughlin Gornall & Sennett, ., a law firm, is looking for an experienced estate administration paralegal to join their team. This position is full-time and the successful candidate will be responsible for the administration of estates and trusts, as assigned by an attorney. ### Job Responsibilities * Prepare all required probate documents and court filings * Prepare inheritance and estate tax returns * Assist with preparation of fiduciary income tax returns * Transfer assets and file claims * Advise executors and trustees through the estate/trust administration process * Provide estate/trust related support to other members of the firm ### Qualifications * Bachelor's degree in Accounting, Finance, or a related field * One (1) to three (3) years of progressively responsible experience in estate or trust administration, finance, accounting, or business (preferably in the state of Pennsylvania) * Proven ability to evaluate bank and investment statements, prepare federal and state death tax returns, and familiarity with personal and fiduciary income tax and federal gift tax returns * Computer skills including the use of Windows based programs, including Excel * Excellent customer service attitude and the ability to communicate effectively with clients and other service providers, either by phone, email or in person * Able to work at least hours per week to perform the essential duties of the position * Strong organizational and analytical skills required. Capacity to learn and understand new concepts and apply them correctly. ### Salary and Benefits The salary and benefits package for the Estate Administration Paralegal position will be discussed during the interview process. ### How to Apply Qualified candidates should submit a resume and cover letter to Tara Mobley. Knox McLaughlin Gornall & Sennett, . is an equal opportunity employer and does not discriminate on the basis of race, color, genetics, national origin, ancestry, religion, creed, gender identity, gender expression, marital status, familial status, sexual orientation, citizenship status, veteran status, political affiliation, age, disability, or any other characteristic protected by law, or because of an individual’s engaging in legally protected activities.
Not specified
Ability to evaluate bank and investment statements, prepare federal and state death tax returns, familiarity with personal and fiduciary income tax and federal gift tax returns, computer skills including the use of Windows based programs, including Excel, excellent customer service attitude and the ability to communicate effectively with clients and other service providers, either by phone, email or in person, strong organizational and analytical skills.
Bachelor's degree in Accounting, Finance, or a related field
Submit a resume and cover letter to Tara Mobley (contact information above)
Qualification and Experience Bachelor's degree in Accounting, Finance, or a related field, one (1) to three (3) years of progressively responsible experience in estate or trust administration, finance, accounting, or business (preferably in the state of Pennsylvania)
Legal
Mar 26, 2024
Jul 09, 2024
Qualification and ExperienceBachelor's degree in Accounting, Finance, or a related field, one (1) to three (3) years of progressively responsible experience in estate or trust administration, finance, accounting, or business (preferably in the state of Pennsylvania)
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