Job Description
Job DescriptionWe are looking for an experienced paralegal specializing in estates and trusts to join our team in Hunt Valley, Maryland. This role is primarily focused on the administration of estates and trusts, including handling complex matters for high-net-worth clients. The ideal candidate will have strong expertise in preparing relevant tax filings and probate documentation, along with proficiency in related software tools.
Responsibilities:
• Prepare federal and Maryland estate tax returns, fiduciary income tax returns, and federal gift tax returns.
• Complete Maryland probate filings, including petitions, inventories, and accountings.
• Assist with drafting and organizing simpler estate planning documents as needed.
• Utilize software tools and Excel to manage and process estate and trust administration tasks.
• Collaborate with attorneys and other team members to ensure accurate and timely completion of client matters.
• Research and interpret relevant laws and regulations related to estates and trusts.
• Maintain detailed and organized records for all filings and documentation.
• Communicate professionally with clients and external parties regarding estate and trust matters.
• Provide support in the preparation of reports and analyses for complex estate cases.• Proven experience as a paralegal specializing in estates and trusts administration.
• Proficiency in preparing federal and Maryland estate tax returns, fiduciary income tax returns, and federal gift tax returns.
• Familiarity with Maryland probate procedures and documentation.
• Strong knowledge of tax laws related to estates and trusts.
• Advanced skills in Excel and relevant software packages.
• Excellent organizational and attention-to-detail capabilities.
• Effective communication skills, both written and verbal.
• Ability to work collaboratively in a team-oriented environment.