Tax and Wealth Planning Paralegal

Fox Rothschild•Whitpain Township, PA

1d•Onsite

About The Position

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of five (5) years of experience. 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

Minimum of five (5) years of experience.
BA or BS degree strongly preferred.
Associate's degree or paralegal certificate with five years of comparable work experience.
Excellent written and verbal communication skills.
Strong problem-solving skills.
Strong organizational skills.
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
Ability to take initiative to improve processes while keeping team members informed.
Ability to maintain highest level of confidentiality.
Ability to provide outstanding customer service to internal and external clients/contacts.
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).
Currently authorized to work in the United States on a full-time basis now and in the future.

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.