White and Williams LLP ยท 2 weeks ago
Tax & Fiduciary Paralegal
Philadelphia, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expWhite and Williams LLP is a large multi-practice law firm seeking a highly driven and organized Tax & Fiduciary Paralegal. The role involves preparing legal documents and managing the financial and tax aspects of estates and trusts, including filing fiduciary income tax returns and ensuring compliance with tax requirements.
ConsultingLegal
Hiring Manager
Stacie Wood Chapman, MBA, SPHR
Responsibilities
Preparing legal documents and handling the financial and tax aspects of estates and trusts
Preparing and filing state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements
Serving as a liaison between attorneys, clients, financial advisors, and beneficiaries, ensuring seamless communication and efficient and accurate case management
Qualification
Required
2-5 years of experience in fiduciary tax management and trusts and estates law
Proficiency in preparing fiduciary income tax and estate tax returns
Strong knowledge and experience with GOSystems tax software, required
Exceptional organizational skills and attention to detail
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Experience with document management systems, preferably iManage
Ability to work independently and collaboratively in a fast-paced environment
Preferred
ABA-approved paralegal certification, preferred
Benefits
Health Insurance
Dental Insurance
Paid Employee Life Insurance
Supplemental Life Insurance
Short and Long Term Disability Insurance
401(k) and Firm Match
Family and Medical Leave
Medical Flexible Spending Accounts
Employee Assistance Program
Domestic Partner Benefits
Annual Flu Shots
Vacation, Sick and Personal Time
Pre-Tax Transportation Benefit
Company
White and Williams LLP
White and Williams LLP is a law firm
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Berardi
Partner
Agatha Mingos
Partner
Company data provided by crunchbase