Job Description

Trust and Estate Paralegal DIRECT HIRE - HYBRID $115K Boston, MA

Responsibilities:

• Identify, gather, and evaluate assets.
• Prepare a variety of probate and estate administration documents.
• Compile accountings for estates and trusts.
• Complete death tax returns, including federal and state estate tax returns.
• Prepare federal and state fiduciary income tax returns.
• Review and interpret wills and trust agreements to execute plans and fund trusts.
• Manage deadlines using a docket system.
• Conduct basic research using reference materials.

Education and Experience:

• Bachelor's degree and paralegal certification (or equivalent).
• Familiarity with Probate Court procedures, taxing authorities, and regulatory agencies preferred.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), PDF software, document management software, tax preparation, and accounting software.
• Ability to learn and adapt to advanced software programs and new technology.
• Understanding of basic business relationships and client confidentiality principles.

If you are interested in this role, please email your updated

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Job Snapshot

• Employee Type:Full-Time
• Location:Boston, MA
• Job Type:Legal, Legal Admin
• Experience:None
• Education:None
• Date Posted:3/27/2024
• Contact: Vilmarie Colon (617) 865-2357
• Pay Range: $115,000.00 - $115,000.00 Annually

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