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Ballard Spahr LLP · 3 months ago

Paralegal, Trusts & Estates

PA - Philadelphia

Full-time

Hybrid

Mid Level

Ballard Spahr LLP is a renowned national law firm with over 750 lawyers across 18 offices in the United States. As a Trusts and Estates Paralegal, you will manage estates and trusts, prepare probate documents, and maintain financial records under the guidance of a seasoned lawyer.

Legal

H1B Sponsor Likely

Responsibilities

Prepare probate documents and related papers

Identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement

Maintain financial records for use in fiduciary accounting and tax preparation

Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates; and

Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts

Qualification

TrustsEstates experienceAccounting software proficiencyTax preparation softwareBachelor's degreeParalegal certificateOutlookWordExcelCommunication skillsDetail-orientedGrowth mindset

Required

Previous relevant experience in Trusts and Estates

Proficiency with Outlook, Word and Excel

Self-motivated with a passion for continuous learning and problem-solving

Strong verbal and written communication abilities

Keen attention to detail with the ability to manage multiple priorities and deadlines independently

Preferred

a bachelor's degree and/or paralegal certificate preferred

Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx

Benefits

Excellent benefits package

Company

Ballard Spahr LLP

Responsiveness counts. That's what clients tell us, and that's what we're known for.

Founded in 1886

Philadelphia, Pennsylvania, USA

1001-5000 employees

http://www.ballardspahr.com/

H1B Sponsorship

Ballard Spahr LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2021 (1)

2020 (1)