Fort Washington, PA
Order: 322885
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