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Location : Pennsylvania - Malvern
Refer to Job # ZCHS706406
Trusts and Estates Paralegal The candidate should have strong organizational, communication and analytical skills, excellent attention to detail, a client service orientation, and a proactive can do attitude. Will independently administer complex estates and trusts; Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement; Maintain financial records for use in preparing tax returns and fiduciary accountings; Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns; Prepare fiduciary accountings for estates and trusts; Prepare various projections and calculations used for financial, tax, and estate planning purposes; Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts.
The candidate should have Bachelor's degree. Should have a minimum of 3 years of experience as a Trust & Estate Paralegal. Should have strong accounting background. Should have experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx. Should be able to communicate effectively in writing and orally.
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