Trusts & Estates Paralegal

 Philadelphia, PA |  Full-Time |  Hybrid (3 days onsite / 2 remote)  $80,000–$115,000 (based on experience and location)

CST 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.

PLEASE APPLY! ANY INQUIRY WILL BE KEPT STRICTLY CONFIDENTIAL.

 What You’ll Do

• 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

 What You Bring

• 5+ years of experience in trusts and estates legal work (REQUIRED)
• 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