Senior Paralegal - Estate Administration jobs in United States
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Timoney Knox LLP ยท 4 hours ago

Senior Paralegal - Estate Administration

Timoney Knox, LLP, a well-regarded Law Firm with over 100 years of history in Montgomery County, is seeking an experienced Estate Administration paralegal to join our growing team. In this role, the successful candidate will take on general responsibility for all aspects of the administration of Estates and Trusts, requiring strong communication and interpersonal skills as they interact with attorneys, clients, and colleagues regularly.

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Responsibilities

Identify Estate assets
Perform Probate functions
Independently administer Estates
Maintain financial records
Review and file income, inheritance and Estate tax returns
Prepare fiduciary accountings, Receipt and Release Agreements, Schedules of Distribution and other documents as required

Qualification

Estate administrationPreparing tax returnsComplex financial mattersClient servicePennsylvania Notary PublicWritten communicationVerbal communication

Required

Experience independently administering Estates
Experience preparing income tax returns for individuals, Estates and Trusts
Strong aptitude for complex financial matters
Excellent written and verbal communication skills
Commitment to client service
Ability to reliably commute to Fort Washington, PA
Ability to work in a fully in-office setting

Preferred

Pennsylvania Notary Public not required, but highly preferred

Benefits

Competitive salary with bonus opportunities
401k with firm match
Medical, Dental & Vision insurance
Disability, AD&D and Life insurance fully covered by the firm
Flexible spending account options
Paid vacation and sick leave
Ten annual paid holidays

Company

Timoney Knox LLP

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Since the firm was founded in 1921, it has maintained an enduring tradition of commitment to intellectual and professional excellence, unsurpassed integrity in the practice of law, and superior client service.

Funding

Current Stage
Early Stage

Leadership Team

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Carol Livingood
Partner
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Eric Smith
Partner & Chair - Litigation Department
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