Probate, Estate & Trust Administration Paralegal
About the Position: Berkshire Law Group seeks a paralegal responsible for managing and producing complex, detailed work involving probate, estate & trust administration and fiduciary accounting while providing exceptional service to our clients. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Much of this work is in the areas of accounting and tax, requiring strong mathematical, organizational, and technological skills. As well, this position requires significant client contact and excellent communication skills.
Responsibilities:
- Attend client meetings and extensive contact with clients
- Identify, gather, and value assets and expenses
- Prepare various probate and estate administration documents with attention to detail
- Prepare accountings for both estates and trusts
- Prepare estate tax returns, including federal and state
- Prepare federal and state fiduciary income tax returns and gift tax returns
- Review and interpret wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts
Compensation & Benefits:
- Competitive salary based on experience
- Simple IRA Retirement Savings Plan with 3% employer match
- Paid time off and flexible hours
- Many learning and development opportunities
- Paid time for yoga and strength training classes
Location/Availability: This full-time position is based in Lenox, MA, with the opportunity for a flexible and hybrid work schedule. We are open to discussing your situation and work/life balance needs for this opportunity.
Requirements:
- Experience desired but we will train the right person
- Ability to learn and use advanced software programs and innovative technology
- Strong understanding of basic business relationships and client confidentiality principles
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office programs and ability to learn new software quickly
- Proactive, detail-oriented, and able to manage multiple caseloads concurrently
- Commitment to the firm's values and mission
Flexible work from home options available.
The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a non-profit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992, to serve the legal profession and the public with the following mission: Educate, inspire, serve, advocate, and provide community to attorneys with practices in elder and special needs law.
Your email job alert is now active!