Estate & Trust Administration Paralegal
1 month ago
We are offering an exciting opportunity for a Paralegal in Baltimore, Maryland. As a Paralegal, you will have the opportunity to work in the administration of large and complex estates, as well as all types of trusts. This is a hybrid opportunity requiring 3 days in office per week once trained.
Estate Administration Duties:
- Handle all aspects of the probate process
- Prepare federal and state estate tax returns
- Run various tax projections
- Coordinate the preparation of all appraisals and income tax returns (individual and fiduciary)
Trust Administration Duties:
- Handle all aspects of trust administration
- Prepare fiduciary accountings
- Distribute to beneficiaries
- Conduct tax planning
- Coordinate fiduciary income tax return preparation
Key requirements:
- Undergraduate degree and/or a paralegal certificate
- Minimum of 3-5 years of experience in the administration of large and complex estates, and all types of trusts.
- Excellent written and oral communication skills
- Comfortable with significant client interaction
- Ability to manage a fast-paced workload effectively and efficiently
- Proficiency with Excel, PowerPoint, Word, Adobe
Our client offers top tier benefits including fully covered health benefits for the individual, PTO, discounted parking, 401K along with a pension plan and generous time off.
Qualified candidates should directly apply and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy's LinkedIn page. Be sure to include an updated resume, salary requirements, and any other pertinent information.
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