Favorites ()

Recent Searches

loading

Trusts and Estates Paralegal

Fort Washington, PA

Order: 322885
Temp

Our Client in Fort Washington, PA is seeking a Trusts and Estates Paralegal to join their office. This is Temp to Hire role with the potential to be Direct Hire for the right Candidate offering between $60,000 - $90,000 / yr between experience. This is a fully in office role, with a schedule of Monday through Friday, 9:00am - 5:00pm


Your responsibilities would include, but are not limited to:

  • Identifying estate assists
  • Performing probate functions
  • Independently administering estates
  • Maintaining appropriate financial records necessary for preparing tax returns and fiduciary accountings
  • Assisting with the preparation, review and filing of income tax, inheritance, and estate tax
  • Preparing fiduciary accountings for estates and trusts, as well as receipt and release agreements, schedules of distribution, and related documentation for the informal settlement of estates and trusts

Requirements:

  • Must have prior experience with estates administration 
  • Must have 2 years’ experience with Lackner software
  • Must have 2 years’ experience with CCH Prosystem FX Tax software
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office, especially Excel