Trusts and Estates Paralegal

Job Description

Job Title:Trusts and Estates Paralegal

Location:Baltimore, MD 21202

Salary/Payrate:$90K-$110K annually and AWESOME benefits!

Work Environment:60-90 days onsite then 2 days WFH per week

Term:Permanent / Fulltime

Bachelors degree required:Yes and/or Paralegal Certification

Referral Fee:AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION #LI-BK1

Candidate will have an undergraduate degree and/or a paralegal certificate and a minimum of 3-5 years of experience in the administration of large and complex estates, and all types of trusts.

There is NO billable hour requirement for this position.

Estate Administration Duties:

Handle all aspects of the probate process

Prepare federal and state estate tax returns

Run various tax projections

Coordinate the preparation of all appraisals and income tax returns (individual and fiduciary)

Trust Administration Duties:

Handle all aspects of trust administration

Prepare fiduciary accountings

Distribute to beneficiaries

Conduct tax planning

Coordinate fiduciary income tax return preparation

Key requirements:

Excellent written and oral communication skills

Comfortable with significant client interaction

Ability to manage a fast-paced workload effectively and efficiently

Proficiency with Excel, PowerPoint, Word, Adobe

Willingness to learn various software programs designed for the trusts and estates practice area

Full-time