Sr. Paralegal - Estate Administration

• Identify and manage estate assets with precision and attention to detail
• Perform probate-related tasks to ensure compliance with legal requirements
• Administer estates independently, overseeing all necessary documentation and processes
• Maintain accurate and comprehensive financial records for estates and trusts
• Prepare and review income, inheritance, and estate tax returns
• Draft fiduciary accountings, schedules of distribution, and other essential legal documents
• Create receipt and release agreements as well as other estate-related paperwork
• Collaborate with attorneys and clients to address inquiries and resolve estate administration matters

• Extensive experience in independently administering estates and trusts
• Proficiency in preparing income tax returns for individuals, estates, and trusts
• Strong analytical skills to manage complex financial matters
• Excellent written and verbal communication skills to interact effectively with clients and colleagues
• Demonstrated commitment to providing exceptional client service
• Ability to reliably commute to Fort Washington, Pennsylvania, and work in an in-office environment
• Pennsylvania Notary Public certification is preferred but not mandatory

Pennsylvania Notary Public certification

• medical, vision, dental, and life and disability insurance
• company 401(k) plan