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Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing. · This position ...
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Senior Estate Administration Paralegal - King Of Prussia - Howard-Sloan Search
Description
Senior Estate Administration Paralegal
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
This position supports attorneys in the Estates Practice group to effectively handle client matters. Responsibilities include assisting attorneys in the preparation of estate and trust documentation, including but not limited to estate, inheritance and income tax returns, Accountings, Receipt and Release Agreements and related estate and trust documents required in estate and trust administration;
Location western suburbs
Seeking an experienced paralegal to join our sophisticated Estates and Trusts boutique practice. The applicant should have at least 6 years' experience and be qualified to coordinate estate administration matters independently, including preparation for probate and attendance at probate with clients, valuation of assets, preparation of Form 706 federal estate tax returns and PA inheritance tax returns, fiduciary accountings, audit papers, and receipt and release agreements. Experience in Form 709 federal gift tax return preparation is a plus.
The firm might consider a junior attorney with relevant gift tax return & trust administration experience.
A college degree and a paralegal certificate preferred. xhmxlyz Familiarity with the following programs will be helpful: Word, Excel, Worldox, TimeMatters, Tabs 3, Lackner 6-in-1 Systems, and EstateVal. Pleasant and collegial work environment along with competitive salary commensurate with experience$85k-105,000, maybe more for the right person with experience
Please contact Joyce Feinstein
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