Need Help? Call 800-503-1198.
enriching the individual
Below is detailed information about the job you selected.
Location : Pennsylvania - Philadelphia
Refer to Job # TLKU848331
Personal Wealth, Estates, and Trusts Paralegal The candidate will assist in administering trust and estate files, and prepare accountings and related tax returns. Prepare of probate administration paperwork, including administration accounts, court petitions, orders, deeds, certifications, etc. and coordinate post-death non-probate administration. Work with clients financial advisors on proper titling of accounts. Coordinate probate court filings and recordings, including research and familiarity with local rules and probate court. Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns. Communicate with clients and professional advisors relating to routine acts of estate administration. Bachelor s degree is required. Should have 5+ years of Estate and Trust Administration experience. Experience preparing gift tax, estate tax, and fiduciary income tax returns is preferred.
Email: firstname.lastname@example.org NO CALLS PLEASE
This particular job is currently not active. However, since our
clients regularly share with us similar and other job openings, we strongly recommend that
you submit your resume. We shall review your resume and get in touch with you as soon as a
suitable vacancy comes up to further discuss your interest in exploring the opportunity.
Assisting you is our highest priority.
Please be assured that none of your materials will be forwarded to any employer
without your consent. Of course, all inquiries are kept strictly confidential.