Paralegal - Trust Administration

PARALEGAL - TRUST ADMINISTRATION, PART-TIME REMOTE (10 hours/week) -

Trust Administration Paralegal needed to support a busy Estate Planning & Business Succession practice in the Eastern Time Zone. The focus of the firm is to develop and maintain long-term client partnerships through the creation of an exceptional client experience. Candidate must have at least 3 years of experience with all aspects of large estate (multi-million dollar) trust administration including the following:

Experience and Hard Skills:

- Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709);

- Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title;

- Preparation of documents related to the transfer of entity interests;

- Trust asset allocations and sub-trust funding;

- Trust distribution;

- Working with appraisers.

Soft Skills:

- Skilled and candid communicator with excellent attention to details;

- Proactivity and reliability are your forté, and you are proud of it;

- (You are) not afraid to ask questions in all gray areas;

- Ability to be flexible and work with shifting priorities.

Technology:

- PC required;

- Experienced user of GEMS.

Culture:

- You will be a fit for this role if you enjoy a culture built on trust, respect, diligence, and good judgment.

Growth:

- The hours have the potential to grow with the right candidate.

Job Type : Part-time

Work Location : Remote

Salary: $30.00 per hour

Benefits :

• Flexible schedule

Schedule :

• Monday to Friday
• Self-determined schedule
• Fully remote position

Education:

• Associate degree in Paralegal Studies preferred (years of experience in the practice area will be considered)

Other Experience :

• Microsoft Office: 6 years (Required)
• Trust Administration Paralegal: 3 years (Required)
• Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971), and Gift Tax Returns (Form 709) (Required)

Salary

• $30 - $32/hour