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Estate Planning Specialist
2 months ago
Cody, Cody & McCarthy, LLC, a dynamic and innovative estate planning law firm in the greater-Boston area, is seeking a highly skilled Estate Administration Paralegal to join our team. As a key member of our probate and trust settlement team, you will be responsible for assisting attorneys with preparing and submitting estate tax returns and probate forms, obtaining date of death valuations, and managing ongoing trust administration cases.
Key Responsibilities- Assist attorneys with preparing and submitting estate tax returns and probate forms
- Obtain date of death valuations and other necessary documentation
- Manage ongoing trust administration cases
- Draft probate and trust documents, and prepare estate and gift tax returns
- Filing Massachusetts estate tax returns, Federal estate and gift tax returns, and completing Estate and Trust accountings
We are looking for a highly organized and motivated individual with a strong attention to detail, excellent communication skills, and the ability to handle a large caseload. Experience drafting probate and trust documents, preparing estate and gift tax returns, and filing Massachusetts estate tax returns is highly preferred. If you are a detail-oriented and highly organized individual with a passion for estate planning, we encourage you to apply.
What We OfferCody, Cody & McCarthy, LLC offers a competitive salary, paid time off, holiday closures, and a comprehensive benefits package, including health, dental, and retirement benefits. We strive to maintain a great work-life balance and offer a sabbatical program for employees. If you are a motivated and detail-oriented individual looking for a challenging and rewarding role, please submit your application, including a cover letter and a copy of your resume, to Lindsay.
