Tax & Accounting Specialist

At Paralegal Assist, LLC, we work closely with client law firms to provide solutions to the daily challenges they face in their estate administration practices.  We offer a variety of solutions to law firms in the areas of probate, tax preparation, and fiduciary accountings by combining digital communication and data management applications with good, old-fashioned intelligence, attention to detail, and professionalism.  We have worked very hard to create a high functioning team that can meet our clients' needs in an ever-changing environment.  With that, we have a unique work culture and are looking for the right people to join us.

We are looking for a full-time tax and accounting specialist to join our team.  We will train you but expect you to have a base level of knowledge and/or experience.  The learning curve is extremely steep. If you do not meet the education/experience requirements, please do not apply.  As a tax and accounting specialist, you will be expected to perform a multitude of tasks including but not limited to:

• Entering all administrative and financial data into the tax and accounting system database.


• Reconciling database entries to bank, brokerage, and other financial statements.


• Auditing and maintaining the tax and accounting database to ensure accuracy.


• Determining additional information needed to keep all financial records complete and up to date.


• Using the tax and accounting system to prepare PA inheritance tax returns, inventories, fiduciary income tax returns, and accountings.


• Using Microsoft Excel to prepare estimated PA inheritance tax calculations and schedules of distribution.


• Meeting and maintaining major deadlines and milestones in the estate administration process.


• Using task management and billing systems to document completed work and inform other team members of progress.


• Collaborating with paralegals to determine the best course of action for administering estates.

We believe in working as a team and always helping one another.  In addition to the primary tasks above, you could find yourself reviewing files, stuffing envelopes, applying postage, locking file cabinets, and even taking out the trash or washing dishes in the break room.

If you can crush those tasks, be a good teammate, and the following statements describe you, then you may be our ideal specialist:

• You have a degree in finance, accounting, or a related field or equivalent job experience.


• You have prior tax return preparation experience (preferred).


• You have outstanding oral and written communication skills. We work as a team, and communication is a must.  If you cannot convey information to others on the team accurately and concisely, please do not apply.


• You are proficient with calendars, e-mail, spreadsheets, word processing, and the Internet. You must be competent in the use of MS Office (Word and Excel) at a minimum. We have many tools and expect you to know how to use them.


• You can multi-task and manage time effectively.


• You can maintain the confidentiality of our clients and files.


• You are a POSITIVE person. We are looking for someone that is ambitious and energetic!! If you see the glass as being half full, you are the type of person we are looking for. Our office does not tolerate toxic or negative attitudes, complainers, or victims. You will not fit in if you fall into one of these categories.


• You are detail oriented and willing to go the extra mile to complete the job right the first time. If this seems too much to ask of you, please do not apply for this job.


• You are an outstanding critical thinker with a sickening degree of attention to detail.


• You are organized. If you lose stuff, are not organized, or get easily distracted, please do not apply.


• You do not make excuses. You take responsibility and find solutions. If it is never your fault or your problem when something goes wrong, please do not apply.


• When you encounter obstacles, you view them as challenges and opportunities instead of finding excuses.

We love to help people learn and grow. The ideal candidate must be able to take initiative on work that needs to be done and complete tasks with minimal hand holding. We will provide all the resources needed and train you on our business's policies and procedures. We expect and require you to move through the learning process at light speed. If this sounds harsh or unfair, it is not.  We have built this business from the ground up and have a unique culture we are proud of.  Our team is a tight knit group built on a foundation of trust and accountability, and we are very protective of it.  We will not compromise or weaken that foundation by adding someone who thinks our standards are too hard to achieve.  If, on the other hand, you are an individual who believes in holding yourself and others to high standards for success, then we want to meet you.

If you are a hard worker who is up for a challenge and wants to be a part of a team where your hard work and efforts are recognized, appreciated, and rewarded, then we are ready to talk to you.