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Title : Estate & Trusts Paralegal
Location : Pennsylvania - PhiladelphiaRefer to Job # JWNB722373
Estate & Trusts Paralegal RESPONSIBILITIES: Heavy contact with clients, trustees and managing attorneys on all aspects of trusts and estates work. Investigation and gathering of assets of decedents. Routine and complex financial transactions, including: Arrange for distribution and payment of debts; Maintenance of all estates and trust asset records;Prepare and file State and Federal estate and inheritance tax returns as required; Track and calculate interest due on loans to and from the trust; Prepare and process gift tax returns. Family Office services for specific clients (maintenance of client-related original and corporate document files; respond to clients and client representatives related to same). Foundation services, including processing of all US contributions to foundations, maintain annual list of contributors, process wire transfers and gift checks, file completed annual returns with federal and state taxing authorities. Qualifications: A four-year college degree or paralegal certificate required. 3 years experience and general knowledge of trusts and estates administration. Experience with basic computer programs (including Excel) and familiarity with basic accounting functions. the ability to manage confidential information with discretion and a desire to grow in the position. Should have strong communication, organizational and interpersonal skills and comfortable prioritizing and balancing a variety of tasks.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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