Law Firm is seeking a highly skilled Trusts & Estates Paralegal to join our team in the Malvern office. This position requires a minimum of 5 years of experience in trusts and estates administration, as well as a strong accounting background. The ideal candidate will have a Bachelor's degree and a paralegal certificate, and will be proficient in accounting and tax preparation software.
Responsibilities:
- Independently administer complex estates and trusts
- Identify and marshal estate assets
- Perform probate functions required to administer estates through final settlement
- Maintain financial records for tax returns and fiduciary accountings
- Assist with preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns
- Prepare fiduciary accountings for estates and trusts
- Prepare projections and calculations for financial, tax, and estate planning purposes
- Prepare documentation for informal settlement of estates and trusts
Qualifications:
- Minimum of 5 years of experience as a Trusts & Estates Paralegal
- Bachelor's degree and paralegal certificate preferred
- Strong accounting background
- Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx
- Excellent written and oral communication skills
Salary Information:
- Competitive salary based on experience and qualifications
- Benefits package available, including health insurance, retirement plan, and paid time off
H1: Trusts & Estates Paralegal at Law Firm in Malvern - Apply Now!
H2: Join Our Team as a Trusts & Estates Paralegal in Malvern
Law Firm in Malvern is currently seeking a highly skilled and experienced Trusts & Estates Paralegal to join our team. This position offers the opportunity to work independently in administering complex estates and trusts, as well as the chance to utilize your strong accounting background.
As a Trusts & Estates Paralegal, you will be responsible for identifying and marshalling estate assets, performing probate functions, maintaining financial records, and preparing tax returns and fiduciary accountings. You will also have the opportunity to assist with financial, tax, and estate planning, and to prepare documentation for informal settlement of estates and trusts.
To be successful in this role, you should have a minimum of 5 years of experience as a Trusts & Estates Paralegal, as well as a Bachelor's degree and a paralegal certificate. You should also have a strong background in accounting and be proficient in accounting and tax preparation software. Excellent written and oral communication skills are also essential for this position.
At Law Firm in Malvern, we value our employees and offer a competitive salary based on experience and qualifications, as well as a benefits package that includes health insurance, a retirement plan, and paid time off. If you are a dedicated and experienced Trusts & Estates Paralegal looking for a new challenge, we encourage you to apply for this position.
Don't miss this opportunity to join our team at Law Firm in Malvern - apply now!
