Estate Paralegal

1 month ago


Pottstown, United States Atlantic Group Full time

Estate Administration Paralegal wanted in Montgomery County, PA As an integral member of our Estates Department, you will play a crucial role in providing comprehensive support to our esteemed attorneys. Your professionalism, collaborative spirit, and exceptional organizational abilities will be key assets as you navigate the complexities of estate administration with precision and efficiency. If this type of role excites you, apply today for immediate consideration

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DUTIES:

  • Prepare inheritance tax returns, federal estate tax returns, final accountings, and other documents, with an eye for detail and high accuracy.
  • Assist with administration of estate from start to finish, with technical proficiency in order to effectively utilize specialized Lackner software.
  • Use exemplary written and verbal communication skills to interface with clients and attorneys, with the goal of facilitating the estate process.
  • Maintain proper organization and filing of Estate Department documentation.


REQUIREMENTS:

  • High School Diploma or Equivalent.
  • Demonstrated administrative experience, ideally with a legal and/or accounting focus.
  • Lackner experience preferred.
  • Paralegal certification preferred.


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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