Paralegal (Trust and Estates) jobs in United States
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Scion Staffing · 2 days ago

Paralegal (Trust and Estates)

Scion Staffing is conducting a search for a Trusts & Estates Paralegal for a respected boutique law firm. This hybrid role involves supporting estate administration and tax-related filings while ensuring a collaborative and organized environment.

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Growth Opportunities
Hiring Manager
Emily King
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Responsibilities

Provide comprehensive support for trust and estate administration matters
Prepare estate and gift tax filings, including Forms 706, 709, and 1041
Draft and organize legal documents related to estate planning and probate
Utilize Lackner software and other tools for case management and document preparation
Communicate with clients, attorneys, and internal staff to ensure timely and accurate filings
Maintain organized, audit-ready files while handling sensitive information with discretion

Qualification

Trusts & Estates experienceEstateGift tax filingsLackner software proficiencyMicrosoft Office proficiencyProfessionalismAttention to detailTime managementOrganizational skills

Required

Experience supporting Trusts & Estates or estate administration matters
Knowledge of estate and gift tax filings and related documentation
Proficiency with Microsoft Office; experience with Lackner software strongly preferred
Strong attention to detail, time management, and organizational skills
Ability to manage confidential information with professionalism and care

Preferred

Experience with Lackner software strongly preferred

Benefits

Comprehensive health benefits available after eligibility period
Paid time off
Paid holidays
401(k) plan with employer contribution
Flexible hybrid schedule

Company

Scion Staffing

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Scion Staffing is an award-winning full-service executive search firm

Funding

Current Stage
Growth Stage

Leadership Team

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Brandon Fernandez, CSP
Senior Partner Development Manager
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Brent Cherry-Barnes
Sr. Partnership Development Manager
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Company data provided by crunchbase