Trusts And Estates Paralegal in Pennsylvania, | LawFirmStaff

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Title : Trusts And Estates Paralegal

Location : - Pennsylvania
Refer to Job # IMHC829300


Trusts and Estates Paralegal The candidate will assist in administering the trust and estate files as well as special needs trusts and prepare accountings and related tax returns. Prepare PA inheritance tax returns, federal estate tax returns, and fiduciary income tax returns along with other documents for trust and estate administration. Prepare valuation of assets, PA inheritance tax returns, federal estate tax returns, fiduciary accountings, audit papers, and receipt and release agreements; fiduciary (PA 41 and IRS 1041) and individual (PA 40 and IRS 1040) tax returns and associated schedules. Meet or exceed all production deadlines, goals, and established expectations. Keep up to date on tax laws and current developments. Should have experience in Form 709 federal gift tax return preparation is a plus; with CCH ProSystem fx Tax software (desired)extensive contact with clients; excellent communication skills, client service background; aptitude for complex financial matters; proficiency with Microsoft Word and Excel, Lackner software.
 
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