Estate and Tax Paralegal
Job Description
Job Description
We are looking for an experienced Estate and Tax Paralegal to join our team in Blue Bell, Pennsylvania. This position offers the opportunity to work with a prestigious law firm specializing in trusts, estates, and taxation. In this role, you will be integral to providing exceptional client service, managing complex estate matters, and ensuring compliance with tax regulations. Initially, this is an in-office role with the potential to transition into a hybrid schedule.
Responsibilities:• Prepare and file Federal Estate Tax Returns, Pennsylvania Inheritance Tax Returns, and other fiduciary accounting documents.
• Manage estate and trust administration, including probate processes and client communications.
• Draft and organize legal documentation related to estate planning and tax filings.
• Collaborate with attorneys to ensure compliance with tax laws and regulations.
• Utilize legal software such as EstateWorks, ProSystem, and iManage to streamline workflows.
• Build and maintain strong relationships with clients, advising them on estate and tax matters.
• Coordinate the filing of gift tax returns and other necessary tax-related documents.
• Monitor deadlines and ensure timely submission of all legal and tax filings.
• Review and analyze complex financial and legal information for accuracy.
• Provide support in high-profile estate and tax cases, ensuring efficient case management.• Minimum of 8 years of experience in trusts, estates, or tax law as a paralegal.
• Expertise in estate tax preparation and fiduciary accounting.
• Proficiency in legal software, including EstateWorks, ProSystem, and iManage.
• Strong written and verbal communication skills to effectively interact with clients and attorneys.
• Bachelor’s degree preferred; Paralegal Certificate or equivalent experience required.
• Ability to manage multiple priorities and meet strict deadlines.
• Familiarity with probate and estate administration processes.
• Detail-oriented with exceptional organizational skills for handling complex legal matters.
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