Strong organizational and communication skills are required.
-Experience with tax return preparation software is a plus.
-Experience with probate and trust accounting software is a plus.
Responsibilities
-Independently manage all aspects of trust and estate administrations, including preparation of probate forms and filings, asset collection, asset valuation, and distributions.
-Prepare federal estate tax returns (Form 706) and state inheritance tax returns.
-Communicate with clients, attorneys, and financial advisors regarding estate and trust administration matters.
-Prepare accountings for probate and trust administrations.
-Coordinate with attorneys and clients for the preparation of estate planning documents.
-Update and maintain client files and records.
-Other duties as assigned.
Salary Information
-Salary will be commensurate with experience and qualifications.
Job Title
-Paralegal - Trust and Estates
Experience Information
-Minimum of 5 years of Trust and Estates paralegal experience.
Education Information
-Bachelor’s degree preferred.
Employment Type
-Full-Time
Location
-Concord, New Hampshire
Department
-Corporate
Law Firm
-Preti Flaherty
H1: Experienced Paralegal - Trust and Estates Needed at Prestigious Law Firm in Concord, NH
H2: Join Our Growing Trust and Estates Practice Group at Preti Flaherty in Concord, NH
Preti Flaherty, a top law firm with offices across New England and Washington, ., is seeking a skilled Paralegal to join their Trust and Estates practice in Concord, New Hampshire. This is a full-time position offering a diverse range of work for regional and national clients.
The ideal candidate will have at least 5 years of experience in Trust and Estates, with a strong understanding of probate and trust administration, tax returns, and court procedures. A Bachelor’s degree is preferred, and proficiency in Microsoft Office and iManage is a plus.
As a Paralegal at Preti Flaherty, you will have the opportunity to work independently and manage all aspects of trust and estate administrations. This includes preparing forms and filings, managing assets, and communicating with clients and advisors. You will also have the chance to work on estate planning documents and maintain client files.
If you have a sharp attention to detail, excellent problem-solving skills, and strong communication abilities, we encourage you to apply for this exciting opportunity. The salary will be based on your experience and qualifications.
Responsibilities:
- Manage all aspects of trust and estate administrations independently
- Prepare federal and state tax returns
- Communicate with clients, attorneys, and financial advisors
- Prepare accountings for probate and trust administrations
- Coordinate with attorneys and clients for estate planning documents
- Maintain client files and records
- Other duties as assigned
Requirements:
- Minimum 5 years of Trust and Estates paralegal experience
- Bachelor's degree preferred
- Strong understanding of probate and trust administration
- Familiarity with tax return and accounting software is a plus
- Proficiency in Microsoft Office and iManage
- Excellent organizational and communication skills
Join our prestigious law firm and be a part of our growing Trust and Estates practice in Concord, NH. Apply now and take your career to the next level!
