Estate Planning Paralegal
4 weeks ago
Job Title: Estate Planning Paralegal
Job Summary: McNees Wallace & Nurick is seeking an experienced Paralegal to support our Estate Planning Group. The ideal candidate will have 1-3 years of estate and trust administration experience, with expertise in preparing PA inheritance tax returns, federal estate tax returns, and fiduciary income tax returns.
Key Responsibilities:
- Prepare and review tax returns, including PA inheritance tax returns, federal estate tax returns, and fiduciary income tax returns
- Draft routine legal documents, such as wills, trusts, and powers of attorney
- Work closely with attorneys and clients to ensure outstanding client service
- Perform other duties as assigned
Requirements:
- Paralegal certificate, a degree from an ABA-approved program, or a Bachelor's Degree
- 1-3 years of trust and estate administration experience, including preparation of fiduciary income tax returns, inheritance tax returns, and federal estate tax returns
- Strong verbal and written communication skills
- Proficient with use of technology, including Microsoft programs
- Exceptionally well organized and detail oriented
About Us: McNees Wallace & Nurick offers a great work environment, competitive compensation commensurate with experience, and progressive benefit options. We are an equal opportunity employer and welcome applications from qualified candidates.
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