Trust and Estates Paralegal
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About The Position
Our established, well-known boutique law firm client is seeking a Trust and Estates Paralegal with a background in Accounting to join their team. This position is crucial for supporting attorneys in the administration of trusts and estates, ensuring that all legal documents are prepared accurately and in a timely manner. The ideal candidate will have a strong understanding of estate administration processes and tax returns, as well as the ability to communicate effectively with clients and other stakeholders. The role requires a detail-oriented individual who can manage multiple tasks and deadlines while maintaining a high level of organization. Familiarity with tax software such as One Source or ProSystems Fx Tax is highly desirable, as it will aid in the preparation of necessary tax documents. Additionally, proficiency in MS Office tools, particularly Word, Excel, and Outlook, is essential for daily tasks and communication. The Trust and Estates Paralegal will also be involved in tax planning and fiduciary services, making a solid understanding of these areas beneficial for success in this role.
