Trusts and Estates Paralegal

2 days ago

King of Prussia, United States Juno Search Partners Full time

Our client, a full-service law firm, is seeking a Trusts and Estates Paralegal. The ideal candidate will have experience in, estate and trust administration, preparation of state and federal death tax returns and fiduciary income tax returns, and probate procedures. As a Trusts and Estates Paralegal, you will work closely with attorneys and clients to support all aspects of Estate and Trust administration.


This position is full-time, in office Monday to Friday.


Responsibilities

  • Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.
  • Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.
  • Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
  • Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.
  • Meet with attorneys and other professionals to discuss assigned cases or projects.
  • Serve as liaison between firm, clients, advisors, and beneficiaries.
  • Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
  • Develop and maintain records regarding billable hours spent on specific matters.
  • Maintain and organize matter files, documents, and correspondence.
  • Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
  • Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.


Qualifications

  • Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
  • 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
  • Previous experience in PA and NJ trust & estates administration.
  • Previous experience in probate process and preparing state, and federal fiduciary income and death tax returns.
  • Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
  • Proficiency with document management systems, preferably iManage.
  • Outstanding proficiency in mathematics and deep comprehension of mathematical principles.
  • Experience with Lackner is a plus.
  • Experience Notary Public is a plus.


Juno is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.

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