Probate/tax Paralegal in Boston, MA| LawFirmStaff

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Title : Probate/tax Paralegal

Location : Massachusetts - Boston
Refer to Job # PQVV809329

This mid size New York office's practice is transactional in nature and focused on banking and real estate finance, development, and leasing. Attorneys represent domestic banks, investment banks, and U.S. branches of major European, Scandinavian and Japanese banking organizations. All beginning associates participate in a formal legal education program designed to acquaint them with the fundamentals of the firm's practice. Attorneys enjoy competitive salaries and benefits and are encouraged to participate in pro bono work.
Probate/Tax Paralegal The candidate will be responsible for preparing court documents and filings. Preparing and filing federal and state fiduciary income tax returns, estate tax returns, gift tax returns, cash requirements for estates, valuation of estate assets, calculating trust funding and trustee appointment documents, and other projects within the Trusts & Estates Group as needed. Will be working closely with clients and financial institutions and appraisers. Will be marshaling decedent's assets and valuation of stock and bond portfolios. Maintaining checkbooks and ledgers. Coordinating liquidation and/or transfer of decedent's assets. Preparing receipts, releases, and indemnification agreements; formal and informal accountings for estates and trusts. Coordinating distribution to beneficiaries of estates and trusts. Providing documents needed for the sale of the decedent's real property or cooperative apartment, including obtaining releases of federal and state estate tax liens. Organizing and maintaining records. Administering insurance trusts. The candidate must have Bachelor's Degree or Paralegal Certificate. Should preferably have 5 years of trusts and estates experience at a law firm. Must have strong technical skills, including the use of various tax and accounting programs, ProSystem fx, Word, and Excel. Must have excellent written and verbal communication as well as interpersonal skills. Attention to detail and the ability to handle multiple priorities is essential. Ability to work independently and as part of a team is needed. Work effectively, calmly, and quickly under pressure is a must.

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