Trust and Estate / Estate and Tax Paralegal, Robert Half

Trust and Estate / Estate and Tax Paralegal

Robert Half

Location:

United States, King of Prussia

Category:

Legal

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to join our client's respected law firm client's team. The position is based in King of Prussia, Pennsylvania. As an Estate and Tax Paralegal, you will be integral in handling complex estates, tax filings, and fiduciary duties.

Job Responsibility:

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

Requirements:

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures
Knowledge of Probate & Estate Administration processes

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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