Tax & Estates Paralegal Job at Robert Half (Pittsburgh)

Trusts & Estates Paralegal

Our client, a successful & growing law firm, is seeking a Trusts & Estates Paral...

Location

United States , Boston

Salary:

95000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience in trusts & estates
Strong experience supporting estate planning, probate, and trust administration matters
Knowledge of Massachusetts probate and trust administration procedures
Excellent written and verbal communication skills, proofreading ability, and attention to detail
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to interact professionally with clients, families, fiduciaries, and professional advisor
Experience working with Microsoft Office Suite and legal document management systems
Ability to maintain confidentiality and handle sensitive information
Paralegal certificate preferred but not required

Job Responsibility

Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing
Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence
Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts
Assist with the preparation and filing of estate tax and gift tax returns
Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties
Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents
Prepare assignments of interest documents
coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions
Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings
Maintain organized client files and assist with ongoing matter management

What we offer

bonuses
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trusts & Estates Paralegal

A highly regarded Am Law 200 law firm in St. Louis is seeking an experienced Tru...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience as a Trusts & Estates Paralegal within a law firm environment
skilled in drafting and managing estate planning and probate documents
experience with gift tax returns and related filings is strongly preferred
detail-oriented
organized
comfortable handling multiple matters in a fast-paced, high-caliber practice
strong communication skills
professionalism
ability to work independently while supporting a demanding team

Job Responsibility

Support a premier private wealth practice
work closely with top-tier attorneys on sophisticated estate planning and administration matters for high-net-worth clients
preparation and review of complex trusts, estate planning documents, and related filings

What we offer

Collaborative environment
exposure to sophisticated work
competitive compensation
comprehensive benefits package
medical, vision, dental, and life and disability insurance
401(k) plan
free online training

Fulltime

Trust and Estates Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralega...

Location

United States , Grove City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least three years of experience as a trust and estates paralegal
Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices
Proficiency in the Lackner System or comparable estate management software
Ability to work onsite with some flexibility for personal scheduling needs
Excellent communication skills and a detail-oriented approach in client interactions
Strong ability to work independently while managing multiple cases simultaneously
Familiarity with residential and commercial real estate transactions related to estate matters

Job Responsibility

Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages
Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks
Support estate planning and succession planning by maintaining thorough documentation and compliance standards
Coordinate residential and commercial real estate transactions associated with estate matters
Build and maintain strong client relationships by providing clear communication and updates throughout each process
Work onsite five days a week to collaborate with team members and provide a consistent presence
Utilize the Lackner System or similar estate management software efficiently for case tracking and administration

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
access to top jobs, competitive compensation and benefits, and free online training

Trusts & Estates Paralegal

A well-established regional law firm is seeking an experienced and highly motiva...

Location

United States , Pittsburgh

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5–10 years of substantive experience in estate planning and estate administration
Experience supporting probate and fiduciary matters required
Orphans’ Court litigation experience strongly preferred
Experience with business succession planning is a plus
Strong organizational and case management skills with the ability to handle multiple matters simultaneously
Excellent written and verbal communication skills
Exceptional attention to detail and ability to meet deadlines in a fast-paced environment
detail oriented demeanor and ability to interact effectively with attorneys, staff, and clients
Self-motivated, forward-thinking, and able to work independently while contributing to a collaborative team environment

Job Responsibility

Draft and prepare substantive pleadings and correspondence for contested probate and fiduciary matters
Conduct legal research and assist with preparation of memoranda on probate and estate administration issues
Prepare and manage discovery, including interrogatories, subpoenas, and document requests
Assist attorneys with case management for estate and trust litigation matters, including organizing files and tracking deadlines
Prepare estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Assist with the establishment of durable powers of attorney and medical directives
Support attorneys in developing estate planning strategies designed to minimize estate taxes and protect client assets
Assist with structuring trusts and estate plans to help clients avoid or streamline the probate process
Manage estate and trust administration matters from opening through closing, including preparation of filings and court documents
Coordinate with financial advisors, accountants, and clients throughout the estate planning and administration process

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training
competitive compensation and benefits

Trust and Estates Paralegal

A stand out law firm is seeking highly skilled and visionary T&E Paralegal candi...

Location

United States , Needham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Motivated self-starter
Standout colleague
Good computer skills
Ability to multitask
Real passion for the legal industry
Ability to effectively prioritize and organize a substantial amount of work
Accurate, attentive, and experience handling sensitive or confidential information
Confidence in taking ownership of projects, writing and negotiating, planning and organizing
Excellent problem-solving skills
Foundational knowledge in Probate & Estate Administration

Job Responsibility

Research and analyze intricate legal documents
Provide support to attorney through all phases
Data base management of all relevant documents

What we offer

Competitive compensation
Medical, vision, dental, and life and disability insurance
Company 401(k) plan
Free online training

Estates And Trusts Paralegal

We are looking for an Estates and Trusts Paralegal to support a busy legal team ...

Location

United States , Baltimore

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of paralegal experience, preferably in estates, trusts, probate, or estate administration
Working knowledge of probate procedures and documentation associated with trust and estate matters
Experience organizing complex financial records and legal documents with a high level of accuracy
Familiarity with estate and inheritance tax documentation and related supporting materials
Strong written and verbal communication skills for interacting with clients, beneficiaries, and legal professionals
Ability to manage multiple deadlines, maintain detailed files, and handle confidential information with discretion
Proficiency in preparing legal documents and coordinating filings in a fast-paced law firm environment

Job Responsibility

Build and maintain productive relationships with clients, family members, fiduciaries, and beneficiaries throughout estate and trust matters
Draft and assemble filings for probate and estate administration in both formal and informal court proceedings
Gather, review, and organize financial and legal records such as tax documents, trust instruments, deeds, stock transfer paperwork, and account statements
Prepare documentation needed to secure federal and state estate tax lien releases and support the transfer of real property, including executor-related deed packages
Assist with post-death planning matters by preparing disclaimers and related estate planning documents under attorney direction
Compile supporting materials for audits involving estate tax or inheritance tax returns and help ensure files are complete and well organized
Prepare fiduciary accountings, settlement documents, and related filings for submission and review
Support attorneys with the drafting and revision of wills and other estate planning documents, along with additional assignments as needed

What we offer

PTO
90% medical premium coverage by the firm
retirement savings
profit sharing
discounted (pre-tax) parking
PTO and annual reviews/raises
bonus opportunity

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

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

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

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Tax & Estates Paralegal

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