Tax & Wealth Planning Paralegal
Tax & Wealth Planning Paralegal
Blue Bell, Pennsylvania
|Direct (Permanent) Full Time
|NA
Blue Bell, Pennsylvania
Direct (Permanent) Full Time
NA
April 18, 2025
|Job ID: DR-41825_1745013181
April 18, 2025
Job ID: DR-41825_1745013181
Job Summary
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Tax and Wealth Planning Paralegal (Blue Bell)
Law Firm is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for their Blue Bell, PA office.
Primary Responsibilities
- Calendar management, including tax-related deadlines and client calls/meetings.
- Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
- Estate administration, including prepare and file probate documents, advise and respond to clients.
- Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
- Prepare trust and estate accountings.
- Draft simple wills and correspondence.
- Apply for tax identification numbers.
- Prepare and file deeds and related documents, review deed records.
- Form entities with Secretary of State office.
- Prepare corporate minutes and maintain minute books.
- Calculate taxes, tax exemptions, and executor fees.
- Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
To apply for this position, please send your resume (in Word format) to [email protected].
DR-41825_1745013181
To Apply for this Job Click Here
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