Apply on Employer Site

Fox Rothschild · 2 days ago

Tax and Wealth Planning Paralegal

Blue Bell, PA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight years of experience. The role involves managing calendars, preparing tax returns, and administering estates and trusts, while collaborating with attorneys and colleagues to provide high-quality service to clients.

Business IntelligenceConsultingLaw EnforcementLegal

No H1B

Responsibilities

Calendar management, including tax-related deadlines and client calls/meetings

Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns

Estate administration, including prepare and file probate documents, advise and respond to clients

Trust administration, including prepare withdrawal right notices and appointments of successor trustees

Prepare trust and estate accountings

Draft simple wills and correspondence

Apply for tax identification numbers

Prepare and file deeds and related documents, review deed records

Form entities with Secretary of State office

Prepare corporate minutes and maintain minute books

Calculate taxes, tax exemptions, and executor fees

Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney

Qualification

Tax preparation softwareEstate administrationTrust administrationOffice accounting methodsCommunication skillsCustomer serviceProblem-solving skillsOrganizational skillsFlexibilityConfidentiality

Required

Minimum of eight (8) years of experience

Calendar management, including tax-related deadlines and client calls/meetings

Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns

Estate administration, including prepare and file probate documents, advise and respond to clients

Trust administration, including prepare withdrawal right notices and appointments of successor trustees

Prepare trust and estate accountings

Draft simple wills and correspondence

Apply for tax identification numbers

Prepare and file deeds and related documents, review deed records

Form entities with Secretary of State office

Prepare corporate minutes and maintain minute books

Calculate taxes, tax exemptions, and executor fees

Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney

Excellent written and verbal communication skills

Strong problem-solving skills

Strong organizational skills

Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Ability to take initiative to improve processes while keeping team members informed

Ability to maintain highest level of confidentiality

Ability to provide outstanding customer service to internal and external clients/contacts

Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs

Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important

Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)

BA or BS degree strongly preferred

Associate's degree or paralegal certificate with eight years of comparable work experience