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Probable Paralegal #28640

Probable Paralegal

Salary: $70K - $80K

5+ years of experience with fiduciary and estate tax returns required

A trust and estates law firm is hiring a proactive Paralegal to join their Probate Department. This is a great opportunity to join an experienced team in a congenial, small-firm culture and a convenient suburban Boston location.

Responsibilities

  • Probable Paralegal will draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments
  • Prepare probate inventories, court filings, and probate accountings
  • Produce summaries and accountings for trust beneficiaries
  • Input information for fiduciary income tax returns (Form 1041) and estate tax returns (Form 706)
  • Communicate with trust and estate beneficiaries regarding distributions
  • Attend trust beneficiary meetings
  • Assist in retitling assets, identifying provisions, and executing principal payments

Requirements

  • Bachelor’s Degree
  • 5+ years of experience with fiduciary and estate tax returns 
  • In-depth understanding and appreciation of the trust and estate administration process from start to finish
  • Proficient in Microsoft Outlook, Excel, and Word
  • Proficiency with cloud-based applications
  • Highly organized, adaptable, focused, and able to handle multiple tasks and cases

Categories: Direct Hire|Legal Jobs, Region| Wellesley - MA

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