Trusts and Estates Paralegal

Cozen O'Connor • Philadelphia, PA

2d • $80,000 - $115,000 • Hybrid

About The Position

Cozen O’Connor is seeking a full-time Trust and Estate Administration Paralegal to support the Private Client, Trusts and Estates (“PCTE”) group in the Philadelphia office, on a 3/2 hybrid schedule. The PCTE group has unsurpassed experience in representing executors, trustees, and beneficiaries in the full range of trust and estate administration matters, from the settlement of estates, to tax return preparation and audits, to ongoing trust accounting and implementation. PCTE is looking for a dedicated paralegal to support its attorneys in taking a practical and personalized approach to serving clients.

Requirements

• 5+ years’ experience.
• Advanced knowledge of the administration of trusts and estates.
• Ability to manage confidential information with discretion.
• Strong interpersonal skills to build a rapport with clients.
• Desire to grow in the position.

Responsibilities

• Support the Private Client, Trusts and Estates (“PCTE”) group.
• Assist attorneys in the full range of trust and estate administration matters.
• Handle estate settlements.
• Assist with tax return preparation and audits.
• Manage ongoing trust accounting.
• Implement trust and estate plans.
• Take a practical and personalized approach to serving clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed