Top 30 Trustee Jobs in Pottstown Pa

Paralegal - Estate Administration
Confidential —Chester County, PA
- Full-time
- Mid-level
- 3 years
- In-person
- Health insurance
- Dental insurance
Quick Apply
Chief Financial Officer
The Hill At Whitemarsh —Lafayette Hill, PA
- $250,000 - $300,000 a year
- Full-time
- CPA
- Finance
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Executive Director, Historical Society of Montgomery County, Norristown
PA Museums —Norristown, PA
- $60,000 - $80,000 a year
- Weekends as needed
- 5 years
- QuickBooks
- Senior level
15h
Videographer
The Hill School —Pottstown, PA
- Full-time
- Mid-level
- Bachelor's degree
- Teaching
- 403(b) matching
- Dental insurance
Quick Apply
Associate Director, Philanthropic Consulting
National Philanthropic Trust —Conshohocken, PA
- $110,000 - $120,000 a year
- Master's degree
- 8 years
- Analysis skills
Quick Apply
Compliance Analyst
Lincoln Financial —Radnor, PA
- $72,900 - $131,600 a year
- Online Application
- Hybrid work
- Mid-level
- Office
- 3 years
- Tuition reimbursement
- Paid time off
Director of Donor Relations & Stewardship
Ursinus College —Collegeville, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
AVP - Portfolio Analyst
Berkadia —Ambler, PA
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Tuition reimbursement
Associate – Inspector
Newmark —Lower Gwynedd, PA
- Full-time
- Mid-level
- Bachelor's degree
- Travel
Senior Consultant - Health & Welfare Benefits
Bolton Partners Northeast Inc —Blue Bell, PA
- $170,000 - $220,000 a year
- Full-time
- HIPAA
- 11+ years
- Presentation skills
- Paid holidays
- Disability insurance
Advancement Associate
The Grayson School —Radnor, PA
- Customer service
- Bachelor's degree
- Experience equivalent to degree accepted
People Partner, Sr Director
Synopsys —Exton, PA
- $180,000 - $270,000 a year
- 11+ years
- Bachelor's degree
- Business Administration
Claims Processor
Becket & Lee, LLP —Malvern, PA
- $18 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
8d
Care Coord Penn Signature Svcs
Penn Medicine —Berwyn, PA
- Full-time
- HIPAA
- English
- Mid-level
- Tuition reimbursement
Quick Apply
8d
Senior Benefit Manager
Bentley Systems —Exton, PA
- Online Application
- 7 years
- HIPAA
- Office
1d
Compliance, Quality and Risk Executive Assistant
Caron Treatment Centers —Wernersville, PA
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
11d
Manager, Global Retirement and Savings
SEI Investments —Oaks, PA
- Full-time
- Office
- Finance
- Analysis skills
- Commuter assistance
- Paid parental leave
7d
Director, Private Equity Funds (Fund Accounting)
SEI Investments —Oaks, PA
- Full-time
- 6 years
- CPA
- Bachelor of Science
- Commuter assistance
- Paid parental leave
Tax and Wealth Planning Paralegal
Fox Rothschild LLP —Blue Bell, PA
- Microsoft Outlook
- 5 years
- Bachelor of Science
Accounting Specialist - Delinquency Processor
National Elevator Industry Benefit Plans —Newtown Square, PA
- $28 - $32 an hour
- Full-time
- Hybrid work
- 5 years
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply

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trustee jobs near pottstown pa

Paralegal - Estate Administration

Confidential
Chester County, PA

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Estate administration
Federal tax return preparation
Filing
Legal firm experience
Managing court filings
Schedule management
Attention to detail
Client services
Probate process support
Law office experience
Managing projects
Productivity software
Wills, trusts & estate law

Full Job Description

A well-established boutique law firm near Berwyn serving high-net-worth individuals and families is seeking an experienced Estate Administration Paralegal to join our growing trusts and estates practice.

The ideal candidate will have significant experience managing complex estate administrations from initial client intake through final distribution and closing. This position requires a high degree of professionalism, attention to detail, discretion, and the ability to work independently in a fast-paced environment.

Responsibilities

Manage all aspects of estate and trust administration matters.
Prepare and file probate and estate administration documents.
Communicate directly with executors, trustees, beneficiaries, financial institutions, accountants, and other advisors.
Gather, organize, and analyze asset and liability information.
Prepare estate accountings and distribution schedules.
Assist attorneys with administration of taxable estates.
Prepare and/or substantially assist in the preparation of Pennsylvania Inheritance Tax Returns (PA REV-1500).
Prepare and/or substantially assist in the preparation of Federal Estate Tax Returns (IRS Form 706).
Coordinate valuation information and supporting documentation for estate tax filings.
Track filing deadlines and administration milestones.

Qualifications

Minimum 3 years of estate administration experience in a law firm, trust company or comparable environment.
Demonstrated experience preparing PA REV-1500 and Federal Form 706 returns.
Strong understanding of probate, trust administration, estate taxation, and fiduciary responsibilities.
Experience working with high-net-worth and ultra-high-net-worth clients preferred.
Exceptional organizational and project management skills.
Proficiency with Microsoft Office and estate administration software.
Ability to manage multiple matters simultaneously while maintaining accuracy and client service standards.

Preferred Experience

Administration of estates with closely held business interests, investment portfolios, real estate holdings, or complex trust structures.
Preparation of fiduciary accountings.

We offer a collegial, professional work environment, competitive compensation, and excellent benefits. Qualified candidates should submit a resume and cover letter outlining their estate administration experience.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

trustee jobs in pottstown pa

Paralegal - Estate Administration

Chief Financial Officer

Executive Director, Historical Society of Montgomery County, Norristown

Videographer

Associate Director, Philanthropic Consulting

Compliance Analyst

Director of Donor Relations & Stewardship

AVP - Portfolio Analyst

Associate – Inspector

Senior Consultant - Health & Welfare Benefits

Advancement Associate

People Partner, Sr Director

Claims Processor

Care Coord Penn Signature Svcs

Senior Benefit Manager

Compliance, Quality and Risk Executive Assistant

Manager, Global Retirement and Savings

Director, Private Equity Funds (Fund Accounting)

Tax and Wealth Planning Paralegal

Accounting Specialist - Delinquency Processor

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