Paralegal - Trusts and Estates

Overview

Paralegal handling estate administration, tax returns, and client interactions.

Key Responsibilities

• financial records
• estate tax
• fiduciary returns
• probate docs
• asset retitling
• client interaction

Tasks

-Assemble and organize financial records for estate tax returns and audits -Prepare, edit, and review estate tax returns -Complete a minimum 1400 billable hours annually -Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts -Assist clients with retitling assets -Interact with a wide variety of clients in person, on the phone, via email and video conferencing -Draft, edit, and review probate and administration related documents

Requirements

• estate admin
• 3+ years
• ms office
• proofreading
• analytical
• communication

What You Bring

-A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment -3+ years of estate administration experience (required) -Experience preparing estate and trust accountings (required) -Enjoy working with diverse personalities within various levels of the firm -Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients -Are comfortable working a hybrid schedule (1 day remote) -Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources -Strong proofreading and analytical skills to ensure top quality of legal documents -Exceptional oral and written communication, and organizational skills

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About Harris Beach Murtha

-Specializes in providing services to both private and public sector clients, with a diverse range of industries served. -Offers expertise in corporate law, real estate, environmental matters, and public infrastructure. -Known for managing large-scale commercial and government projects, especially in energy and utilities. -Distinct for its ability to handle complex regulatory issues and navigate government policy challenges. -The firm has expanded through strategic mergers, strengthening its position across several U.S. regions.

Sector Specialisms