Tax and Wealth Planning Paralegal

Fox Rothschild • Exton, PA

120d

About The Position

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office. We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

Requirements

• BA or BS degree strongly preferred.
• Associate's degree or paralegal certificate with eight years of comparable work experience.

Responsibilities

• Calendar management, including tax-related deadlines and client calls/meetings.
• Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
• Estate administration, including prepare and file probate documents, advise and respond to clients.
• Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
• Prepare trust and estate accountings.
• Draft simple wills and correspondence.
• Apply for tax identification numbers.
• Prepare and file deeds and related documents, review deed records.
• Form entities with Secretary of State office.
• Prepare corporate minutes and maintain minute books.
• Calculate taxes, tax exemptions, and executor fees.
• Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.

What This Job Offers

• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees