Career Staffing Talent · 4 months ago
Trust and Estates Paralegal
Philadelphia, PA, US
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $115K/yr
5+ years expCareer Staffing Talent has partnered with an Am Law 100 firm to recruit a seasoned Trusts & Estates Paralegal to join its Philadelphia team. This role offers an opportunity to work closely with a fantastic group of attorneys on high-touch estate administration matters, supporting executors, trustees, and beneficiaries through every phase—from probate to tax filings to fiduciary accounting.
Management Consulting
Responsibilities
Serve as primary liaison for personal representatives, beneficiaries, financial advisors, and accountants
Oversee estate administration: probate filings, asset valuation, debt resolution, tax return prep, and distributions
Prepare federal and state estate/inheritance tax returns, gift tax returns, and fiduciary accountings
Coordinate income and fiduciary tax filings with external accountants
Support delivery of family office services for high-net-worth clients
Maintain accurate financial records and ensure compliance with legal and tax requirements
Qualification
Required
5+ years of experience in trusts and estates legal work
Bachelor's degree and/or paralegal certificate
Strong command of Microsoft Office (especially Excel); familiarity with OneSource and Trustdesk a plus
Exceptional attention to detail, discretion with confidential information, and client-facing professionalism
Ability to manage multiple priorities independently in a fast-paced environment
Strong written and verbal communication skills
Company
Career Staffing Talent
https://app.loxo.co/career-staffing-talent
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase