Paralegal - Estate Planning

McNees Wallace & Nurick LLC • Lancaster, PA

7d • Hybrid

About The Position

Joining McNees Wallace & Nurick LLC means becoming part of a team that values your voice, your growth, and your impact on clients, colleagues, and the communities we serve. Since 1935, McNees has been a trusted, client-focused law firm delivering practical, results-driven legal solutions with integrity and a client-first philosophy. We are a full-service firm with more than 150 attorneys and 300 professionals, committed to excellence across a wide range of practice areas and industries.
At McNees, we are guided by our core values of authentic relationships, excellence, growth, and balance to foster collaboration and innovation. We support your success through mentorship, leadership development, and continuous learning opportunities. Our commitment to community runs deep, with a strong tradition of stewardship through pro bono work, charitable initiatives, and civic engagement. We also prioritize flexibility and well-being with a family-focused culture, reasonable revenue hour expectations, and technology that drives efficiency.
If you’re looking for an opportunity to do meaningful work with people who value integrity and collaboration, you’ll feel at home at McNees.
McNees, Wallace & Nurick is actively seeking a Paralegal to join our Estate Planning group. At McNees, we believe our people are our greatest asset. We foster a culture of integrity, innovation, and collaboration - where your ideas matter, and your contributions make a real impact. If you’re passionate about delivering exceptional legal services and building lasting relationships, we’d love to meet you.
Join our team as a Paralegal and make an impact in a fast-paced, collaborative environment.

Requirements

• Paralegal Certificate or Associate’s degree in a relevant field preferred
• Experience in preparation of Pennsylvania inheritance tax returns and fiduciary income tax returns
• Ability to meet billable requirements and adapt to occasional overtime
• Strong Communicator: Excellent written and verbal communication skills with attention to detail
• Tech-Savvy: Comfortable using technology for research, reporting, and document preparation
• Organized & Independent: Ability to prioritize tasks and work with minimal supervision in a deadline-driven environment
• Team Player: Strong interpersonal skills and a commitment to providing outstanding client service

Nice To Haves

• Experience in preparation of federal estate tax returns and federal gift tax returns a plus

Responsibilities

• Coordinate opening of estates for administration
• Coordinate with executors, trustees, beneficiaries, and financial institutions to gather and organize necessary information
• Prepare Pennsylvania inheritance tax returns and fiduciary income tax returns
• Prepare estate inventories, estate accounting, and trust accountings
• Track and manage estate timelines and client communications
• Communicate directly with attorneys and clients regarding estate and trust administration matters
• Manage multiple projects d deadlines with precision and professionalism

Benefits

• McNees offers an engaging work environment, robust opportunities for professional development, challenging and rewarding career paths, and competitive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree