Friedman Williams
Trusts and Estates Paralegal Malvern PA
Job ID: 17222
We are in search of an exceptional candidate who possesses robust organizational, communication, and analytical abilities, coupled with an unwavering commitment to detail, a dedication to client service, and a proactive “can-do” mindset. Our client provides legal professionals with an enticing blend of intellectually stimulating work, a supportive and collaborative team, and an unparalleled work culture. We offer a competitive compensation and comprehensive benefits package.
Key Responsibilities:
- Independently oversee the administration of intricate estates and trusts.
- Identify and manage estate assets, while executing other essential probate tasks required for the final settlement of estates.
- Maintain meticulous financial records to facilitate tax return preparation and fiduciary accountings.
- Collaborate in the preparation, review, and submission of fiduciary income tax, inheritance, and estate tax returns.
- Prepare fiduciary accountings for both estates and trusts.
- Generate various financial, tax, and estate planning projections and calculations.
- Prepare essential documents, including Receipt and Release Agreements, Schedules of Distribution, and related paperwork, to facilitate the informal settlement of estates and trusts.
Qualifications:
- Preferred: Bachelor’s degree and paralegal certificate.
- A minimum of 5 years of experience in the field of Trusts & Estates as a Paralegal.
- A solid foundation in accounting.
- Proficiency in accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx.
- Effective written and oral communication skills are a must.