Job Description
Job DescriptionWe are looking for a skilled Paralegal to join our team in Boston, Massachusetts. This position focuses on trusts and estates administration, requiring a detail-oriented individual with expertise in estate planning, probate, and fiduciary accounting. The ideal candidate will be capable of independently managing estate administration from start to finish while collaborating with attorneys as needed.
Responsibilities:
• Collecting, organizing, and appraising assets for estate administration purposes.
• Drafting and preparing probate and estate-related documents with precision.
• Compiling and maintaining detailed accountings for trusts and estates.
• Preparing federal and state estate tax returns, along with fiduciary income tax filings.
• Analyzing wills and trust agreements to execute plans and ensure proper trust funding.
• Monitoring deadlines and maintaining accurate records through docket systems.
• Conducting basic legal research and utilizing reference materials effectively.
• Collaborating with attorneys to ensure compliance with legal and financial regulations.• Bachelor's degree and paralegal certification, or equivalent qualifications.
• Familiarity with Probate Court procedures, tax regulations, and related agencies.
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
• Experience using tax preparation and accounting software such as FastTax or ProSystems.
• Ability to master advanced software tools and adapt to new technology.
• Strong organizational skills and attention to detail, particularly in mathematical tasks.
• Knowledge of client confidentiality principles and basic business relationships.