Junior Paralegal - Trusts and Estates jobs in United States
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Harris Beach Murtha ยท 3 days ago

Junior Paralegal - Trusts and Estates

Harris Beach Murtha is an innovative law firm seeking a Junior Paralegal for their Trusts & Estates Team. The role involves interacting with clients and assisting with various estate-related tasks, including drafting documents and preparing tax returns.

Intellectual PropertyLegalProfessional Services

Responsibilities

Interact with a wide variety of clients in person, on the phone, via email and video conferencing
Draft, edit, and review probate and administration related documents
Assist clients with retitling assets
Assemble and organize financial records for estate tax returns and audits
Prepare, edit, and review estate tax returns
Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

Qualification

Estate administrationMS Office proficiencyOral communicationWritten communicationProofreading skillsAnalytical skillsOrganizational skillsInterpersonal skills

Required

1+ years of some exposure to estate administration
A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment
Exceptional oral and written communication, and organizational skills
Strong proofreading and analytical skills
Proficiency with MS Office, including Word, Outlook and Excel, and are able to efficiently use technology resources
Exhibit well-developed interpersonal skills, particularly patience and empathy
Complete a minimum 500 billable hours annually
Believe in the firm's core values: integrity, respect, accountability, ingenuity, teamwork, and inclusion and engagement
Be comfortable working a hybrid schedule (1 day remote)

Company

Harris Beach Murtha

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Harris Beach Murtha offers legal services in intellectual property, data privacy, estate planning, and business law.

Funding

Current Stage
Late Stage

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