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Cozen O'Connor · 4 months ago

Paralegal-Trusts and Estates

Philadelphia, PA

Full-time

Onsite

Mid, Senior Level

$80K/yr - $115K/yr

5+ years exp

Cozen O’Connor is a rapidly growing law firm seeking a full-time Trust and Estate Administration Paralegal to support its Private Client, Trusts and Estates group in Philadelphia. The role involves managing estate administration, coordinating probate processes, and preparing tax returns while providing personalized support to clients.

ConsultingGovernmentLegal

H1B Sponsor Likely

Responsibilities

Lead contact for personal representatives for estates and trusts, beneficiaries, financial advisors, and accountants. Work with financial advisors and others to maintain accurate financial records

Manage day-to-day aspects of estate administration, coordinate probate of Wills and appointment of personal representatives; collect and value assets, arrange for payment of debts and expenses; prepare and file Federal and State estate and inheritance tax returns; coordinate with accountants for preparation of income and fiduciary returns; facilitate tax payments and distributions to beneficiaries; terminate estates; prepare and file fiduciary accountings, with moderate supervision by attorneys

Prepare Federal gift tax returns

Coordinate the delivery of certain family office services with our HomeBase team, Cozen O’Connor’s integrated family office, for a completely customized client experience

Qualification

TrustEstate administrationMicrosoft Office SuiteOneSource familiarityTrustdesk experienceConfidential information managementInterpersonal skillsOrganizational skillsWritten communicationOral communication

Required

A minimum of 5 years of experience in a legal environment

Ability to manage confidential information with discretion

Strong interpersonal skills to build a rapport with team and clients

Proven computer/technology skills in Microsoft Office Suite (including Excel) is a must and a familiarity with advanced accounting functions is required

Detail oriented, able to work independently, and possess excellent organizational and written/oral communication skills

Must have the motivation and skill to juggle multiple priorities in a fast-paced environment

A four-year college degree and/or paralegal certificate required

Preferred

Familiarity with OneSource, the tax return preparation system currently being used, is preferred but not required

Experience with Trustdesk preferred

Company

Cozen O'Connor

Cozen O'Connor is a full-service firm with nationally recognized practices in litigation, business law, and government relations.

Founded in 1970

Philadelphia, Pennsylvania, USA

1001-5000 employees

https://www.cozen.com

H1B Sponsorship

Cozen O'Connor 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)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (1)

2024 (2)

2023 (1)

2022 (1)

2020 (1)