Trusts & Estates Paralegal jobs in United States
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Stradley Ronon · 8 hours ago

Trusts & Estates Paralegal

Stradley Ronon Stevens & Young, LLP is a national, full-service law firm committed to innovative thinking and excellence. They are seeking a Trusts & Estates Paralegal to independently administer complex estates and trusts, maintain financial records, and assist with tax return preparations.

Consulting
Hiring Manager
Julie Oates
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Responsibilities

Independently administer complex estates and trusts
Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement
Maintain financial records for use in preparing tax returns and fiduciary accountings
Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns
Prepare fiduciary accountings for estates and trusts
Prepare various projections and calculations used for financial, tax, and estate planning purposes; and
Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts

Qualification

Trusts & Estates experienceAccounting backgroundTax preparation softwareParalegal certificateAnalytical skillsClient service orientationProactive attitudeCommunication skillsOrganizational skillsAttention to detail

Required

A minimum of 5 years of experience as a Trusts & Estates Paralegal
Strong accounting background
Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx
Able to communicate effectively in writing and orally

Preferred

Bachelor's degree and paralegal certificate

Company

Stradley Ronon

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Stradley Ronon is a law firm that offers legal services in corporate and business laws.

Funding

Current Stage
Growth Stage

Leadership Team

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James H Jenkins
CFO
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Marissa Parker
Chief Operating Officer
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Company data provided by crunchbase