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Location : Pennsylvania - Philadelphia
Refer to Job # ORYL711886
Trusts and Estates Paralegal The candidate 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 must have a Bachelor's degree. Should have 3+ years of experience as a Trust and Estate Paralegal. Should have strong accounting background. Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx is required. Should have strong organizational, communication and analytical skills, excellent attention to detail, and a client service orientation.
Email: firstname.lastname@example.org NO CALLS PLEASE
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