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Trusts and Estates Paralegal- 3256869
Baltimore, MD
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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

Bachelor’s 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


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