Peak Partners has a client who is a well-established Maryland law firm in search of a Paralegal for their Trusts & Estates practice.
This is a hybrid role located in Baltimore, MD. The salary is commensurate on experience.
Responsibilities:
- 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)
- Handle all aspects of trust administration
- Prepare fiduciary accountings
- Distribute to beneficiaries
- Conduct tax planning
- Coordinate fiduciary income tax return preparation
Required Skills and Experience:
- Bachelor's degree and/or a paralegal certificate
- 3-5 years of experience in the administration of large and complex estates
- 3-5 years of experience in all types of trusts
- Proficiency with Excel, PowerPoint, Word, Adobe
If you think you have the qualifications stated above and are interested in exploring a new opportunity, we will welcome the chance to review your resume and talk further.
