Paralegal - Trusts & Estates

About the role

Gordon Feinblatt is seeking a skilled and motivated Paralegal in their Trusts & Estates Practice Group. The position involves handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, and coordinating the preparation of all appraisals and income tax returns (individual and fiduciary). Additionally, the role includes handling all aspects of trust administration, such as preparation of fiduciary accountings, distributions to beneficiaries, tax planning, and coordination of fiduciary income tax return preparation.

Responsibilities

• Handle all aspects of the probate process, including preparing federal and state estate tax returns, running tax projections, and coordinating appraisals and income tax returns.
• Prepare fiduciary accountings, handle distributions to beneficiaries, conduct tax planning, and coordinate the preparation of fiduciary income tax returns.

Requirements

• Undergraduate degree and/or paralegal certificate with at least 3-5 years of experience in the administration of large and complex estates and all types of trusts.
• Excellent written and oral communication skills, comfortable with client interaction, and able to manage a fast-paced workload effectively and efficiently.
• Proficient with Excel, PowerPoint, Word, Adobe, and willing to learn various software programs relevant to the trusts and estates practice area.

Qualifications

The ideal candidate will have an undergraduate degree and/or a paralegal certificate, along with a minimum of 3-5 years of experience in estate and trust administration. They must also possess excellent written and oral communication skills and be comfortable with significant client interaction and managing a fast-paced workload.

Skills

• Strong organizational and time management skills.
• Experience with estate and trust administration.
• Proficiency with Microsoft Office Suite.
• Ability to work independently and as part of a team.

Benefits

• Annual Paid Leave Time
• Firm Paid Holidays and a Floating Holiday
• Paid Parental Leave
• Medical, Dental, and Vision Insurance
• HSA & FSA
• 401K and Money Purchase Pension Plan
• Voluntary Worksite Benefits
• Short & Long Term Disability Insurance
• Life Insurance (Firm Paid and Voluntary for Employee and Dependents)
• Performance Evaluation Program with eligibility for an annual base salary increase and bonus
• Pre-Tax Parking Program
• Affinity Groups
• Paid Volunteer Activities
• Fitness Center Discounts
• Bar Association Dues
• Mobile Device Discount Program
• Notary Fees
• Mentorship and Buddy Program

Pay

$65,000.00 - $110,000.00 Yearly Salary

Schedule

We offer the flexibility of a hybrid work environment.

Professional Growth

Elevate your skills and knowledge in a supportive legal environment.

Work/Life Harmony

We embrace flexibility by empowering our teams to achieve work-life balance while optimizing productivity.

Team Environment

Collaborate with experienced attorneys and legal professionals to achieve goals.

Corporate Social Responsibility

We are committed to fostering positive change and making a meaningful impact through our unwavering commitment to corporate social responsibility.