Trust & Estate Paralegal

Boston, MA

$140,000-$170,000 (+OT and qualification for yearly bonuses)

"Must have experience preparing tax returns versus assisting in preparation"

The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration and fiduciary accounting in a manner that ensures that our company successfully meets its objective of distinguishing itself through exceptional service. The paralegal must be able to work independently, handling the administration of an estate from beginning to end collaborating with attorneys as needed. Because much of the work is in the areas of accounting and estate taxes, the paralegal must have good mathematical skills, good organizational skills, and strong technological skills.


Responsibilities:
Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
Preparing accountings for both estates and trusts;
Preparing death tax returns, including the federal estate tax return and state estate tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:
Undergraduate degree and paralegal certification (or equivalent)
Familiarity with procedures of courts and regulatory agencies
Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
Good understanding of basic business relationships and client confidentiality principles

If interested, please send resume to Steve Scavone:

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 California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.