T&E Paralegal

DRV Staffing - Greenwich, CT (29 days ago)


Job description:

  • Seeking Trust & Estate (T&E) paralegal for Greenwich, Connecticut office of major national law firm
  • The firm's lawyer and staff team, including paralegal professionals, collaborate to service client needs and support each other

Responsibilities:

  • Appraising assets and dealings with probate materials
  • Cross-over work into accountings as it relates to estates and trusts, such as supporting the filing of federal and state individual and fiduciary income tax returns; death tax returns, including the federal estate tax return and state estate tax returns
  • Document prepping for estate and trust administration process and to fund trusts
  • Analyzing and deciphering wills and trust agreements alongside attorneys
  • General paralegal research and writing

Required work experience/skills:

  • Experienced paralegal in law firm or corporate environment with trust & estate work
  • Ideally has paralegal experience within mid-size to large law firm environment
  • Technical software skills: Outlook, Word, Excel, PowerPoint; background with document management software; versed in dealing with tax preparation and accounting software, such as FastTax and ProSystems

Education:

  • Undergraduate college degree and paralegal degree (or equivalent)

Job Type: Full-time

Experience:

  • Paralegal with trust & estate: 2 years

Location:

  • Greenwich, CT