Trust & Estate Paralegal - Boston, MA

Responsibilities

• Preparing tax returns versus assisting in the preparation
• Identifying, gathering, and valuing assets
• Preparing various probate and accounting documents
• Preparing accountings for both estates and trusts
• Preparing death tax returns, including the federal estate tax return and state estate 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
• Using reference materials and performing basic research using a variety of resources

Requirements

• Undergraduate degree and paralegal certification (or equivalent)
• Familiarity with procedures of courts and regulatory agencies
• Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
• Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
• Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
• Good understanding of basic business relationships and client confidentiality principles

Qualifications

In addition to the requirements listed above, the ideal candidate will be able to:

• Work independently, handling the administration of an estate from beginning to end collaborating with attorneys as needed
• Show compassion to individuals who may have suffered the loss of a loved one or are under a great deal of stress
• Manage and meet deadlines in a fast-paced work environment
• Adapt to changes in priorities and technology

Skills

The successful candidate will possess excellent organizational, client service, communication, and technological skills; effective judgment managing information; the ability to multitask; and the ability to adapt to changes in technology and process.

Benefits

Commensurate with experience

Pay

$130,000 - $160,000 + OT and qualification for yearly bonuses

Schedule

Full-time