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We 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.
Job Responsibility:
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
Requirements:
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