Trusts And Estates Paralegal- 2969788

Job Title: Trusts and Estates Paralegal

Location: Baltimore, MD 21202 OR Townson, MD 21204

Salary/Payrate: $90K-$120K annually bonus and AWESOME benefits!!!

Work Environment: Hybrid (2 of days WFH)

Term: Permanent / Fulltime

Bachelor’s degree required: Preferred

Referral Fee: $500.00

Job Description

The professional will work closely with attorneys and clients on complex estate and trust administration matters in DC, Maryland, and Virginia.

Responsibilities

• Draft, edit, and review probate and estate administration documents including petitions for probate, inventories, accountings, and tax returns
• Trust administration duties including accountings and filing fiduciary income tax returns
• Interact with a wide variety of clients in person, on the phone, via email, and video conferencing
• Gather information regarding the assets and debts of an estate and/or trust
• Assemble and organize financial records for estate tax returns and audits
• Prepare, edit, and review estate tax returns
• Prepare accountings and settlement papers for both informal and formal settlement of estates and trusts

Qualifications

• 5 years of experience as a trust and estate paralegal and familiarity with fiduciary accountings and tax preparation
• MD notary license, preferred
• Effective interpersonal, written, and oral communication skills to work on case teams
• Excellent discipline and organizational, planning, analytical, and troubleshooting skills
• Ability to multitask and successfully manage a variety of demands daily from a variety of sources
• Strong attention to detail
• Ability to work a project independently and to show initiative in asking questions, while also being prepared to work with a team of paralegals, as needed
• Fundamental proficiency in Microsoft Office (including Word, Excel, and PowerPoint) and Adobe Acrobat
• Ability to handle sensitive matters and maintain confidentiality
• Committed to work outside of normal business hours as needed