Demo

Trusts and Estates Paralegal

J & J Staffing Resources
Fort Washington, PA Full Time
POSTED ON 12/16/2024 CLOSED ON 12/21/2024

What are the responsibilities and job description for the Trusts and Estates Paralegal position at J & J Staffing Resources?

Our Client in Montgomery County, PA is seeking a Trusts and Estates Paralegal to join their office. This is Temp to Hire role with the potential to be Direct Hire for the right Candidate offering between $60,000 - $90,000 / yr between experience. This is a role, with a schedule of Monday through Friday, 9:00am - 5:00pm

Your responsibilities would include, but are not limited to:

  • Identifying estate assists
  • Performing probate functions
  • Independently administering estates
  • Maintaining appropriate financial records necessary for preparing tax returns and fiduciary accountings
  • Assisting with the preparation, review and filing of income tax, inheritance, and estate tax
  • Preparing fiduciary accountings for estates and trusts, as well as receipt and release agreements, schedules of distribution, and related documentation for the informal settlement of estates and trusts

Requirements:

  • Must have prior experience with estates administration
  • Must have 2 years’ experience with Lackner software
  • Must have 2 years’ experience with CCH Prosystem FX Tax software
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office, especially Excel

J & J pays WEEKLY and we offer Direct Deposit, Medical, Dental and Vision Benefits, Paid Time Off, and a $$$ Referral Bonus $$$ !!!

If you have previously registered with us, please call our office at 215-773-9773 so that we can update your information with you.

If you are interested in signing up with J & J Staffing Resources today, please copy and paste the link below into your web browser to get started.

https://hrcenter.ontempworks.com/en/JJStaff

Since 1972 J & J Staffing Resources has specialized in finding great jobs for great people. Every year we place thousands or candidates with thriving local companies. Put your trust in J & J. We look forward to working with you!

#INDHOR

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Experience:

  • Paralegal: 2 years (Required)
  • Trusts & estate law: 2 years (Required)
  • Lackner software: 2 years (Required)
  • CCH Prosystem FX Tax software: 2 years (Preferred)

Ability to Commute:

  • Fort Washington, PA (Required)

Work Location: In person

Salary : $60,000 - $90,000

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