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. Stradley Ronon offers law firm professionals an attractive blend of interesting substantive work, supportive colleagues, and an unparalleled culture. We offer a competitive compensation and benefits package.
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.
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