What are the responsibilities and job description for the Estate Administration Paralegal position at Jobot?
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Job details
Local North Philadelphia firm with great benefits and work culture
This Jobot Job is hosted by Chris Cavish
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $60,000 - $85,000 per year
A Bit About Us
We are a team of experienced legal professionals committed to providing personalized and effective solutions to meet our clients' diverse needs. With a legacy of trusted service, we focus on delivering top-tier expertise across a wide range of practice areas, from business law to estate planning, real estate, and beyond. Our approach centers on building strong relationships, offering practical advice, and achieving favorable outcomes. We take pride in combining traditional values with innovative strategies, ensuring that every client receives the attention and results they deserve. Together, we strive to be a dependable partner in navigating the complexities of the legal landscape.
Why join us?
Responsibilities
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Local North Philadelphia firm with great benefits and work culture
This Jobot Job is hosted by Chris Cavish
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $60,000 - $85,000 per year
A Bit About Us
We are a team of experienced legal professionals committed to providing personalized and effective solutions to meet our clients' diverse needs. With a legacy of trusted service, we focus on delivering top-tier expertise across a wide range of practice areas, from business law to estate planning, real estate, and beyond. Our approach centers on building strong relationships, offering practical advice, and achieving favorable outcomes. We take pride in combining traditional values with innovative strategies, ensuring that every client receives the attention and results they deserve. Together, we strive to be a dependable partner in navigating the complexities of the legal landscape.
Why join us?
- Base Salary $60,000 - $85,000
- 401(k) with matching
- AD&D insurance
- Dental Insurance
- Health insurance
- Vision insurance
- Life insurance
- Paid time off
- Disability insurance
- Flexible spending account
Responsibilities
- Identify estate assets and manage probate-related tasks.
- Administer estates independently and ensure accurate record-keeping.
- Maintain financial records for tax return preparation and fiduciary accountings.
- Assist with the preparation, review, and filing of income tax, inheritance, and estate tax returns.
- Prepare fiduciary accountings for estates and trusts.
- Draft documents for informal estate and trust settlements, including
- Receipt and Release Agreements
- Schedules of Distribution
- Other settlement documentation
- Previous experience in estate administration.
- Strong aptitude for handling complex financial matters.
- Excellent communication skills and a commitment to client service.
- Proficiency in Microsoft Word and Excel.
- Familiarity with Lackner software and CCH ProSystem fx Tax software.
- Corporate and real estate matters
- Preparing income tax returns for individuals, estates, and trusts
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $60,000 - $85,000
