What are the responsibilities and job description for the Trusts & Estates Paralegal position at Stradley Ronon?
Stradley Ronon Stevens & Young, LLP is a national, full-service law firm founded in Philadelphia, Pennsylvania, with marquee practices in investment management, litigation, and business. We are committed to smart growth, innovative thinking, excellence and integrity. With 225 attorneys and 180 business professionals, we proudly serve a diverse base of household-name clients, many of whom help shape the world of financial services and products, working together to produce achievements greater than the sum of our parts.
Stradley Ronon Stevens & Young, LLP, is seeking to hire a Trusts & Estates Paralegal to be based out of our Malvern office. Our ideal candidate will have strong organizational, communication and analytical skills, excellent attention to detail, a client service orientation, and a proactive “can do” attitude.
Responsibilities include, but are not limited to:
- Independently administer complex estates and trusts;
- Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement;
- Maintain financial records for use in preparing tax returns and fiduciary accountings;
- Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns;
- Prepare fiduciary accountings for estates and trusts;
- Prepare various projections and calculations used for financial, tax, and estate planning purposes; and
- Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts.
Qualifications:
- Bachelor’s degree and paralegal certificate preferred;
- A minimum of 5 years of experience as a Trusts & Estates Paralegal;
- Strong accounting background;
- Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx; and
- Able to communicate effectively in writing and orally.
