TRUST & ESTATES PARALEGAL

Gillard Associates

Boston, MA

Expired: over a month ago Applications are no longer accepted.

Job Description

Company Info

Job Description

Trusts and Estates administrative paralegal

Manage high volume of complex estate administration, probate, family law and fiduciary accounting.

Work well with attorneys, ability to handle accounting and taxes, good organizational skills, and strong technological skills.

Identifying, gathering, and valuing assets;
Preparing various probate and estate administration documents;
Preparing accountings for both estates and trusts;
Preparing death tax returns, including federal and state estate tax returns;
Preparing federal and state fiduciary income tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
Managing a docket system and tracking deadlines;
Familiarity with procedures of Probate Courts, taxing authorities and regulatory agencies preferred;
Experience working with Microsoft Office, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
Experience working with tax preparation and accounting software