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Beacon Hill Legal is partnering with a prestigious national law firm to find a skilled Estates Paralegal to join their dynamic Tax, Benefits, and Estates Practice Group. This role is ideal for a detail-oriented legal professional passionate about estate planning and administration, eager to support attorneys in delivering exceptional client service. This position offers a hybrid schedule and competitive salaries $70 – $80k+ (DOE).
Key Responsibilities:
- Assist attorneys with estate plans, client communications, and tax documents.
- Coordinate with financial planners, CPAs, and other professionals for asset transfers.
- Conduct real estate title research and prepare necessary transfer documents.
- Prepare corporate documents and maintain minute books.
- Review, index, and organize client documentation.
- Draft and file IRS and state-level tax returns (e.g., Federal Estate and Gift Tax Returns).
- Draft correspondence, court filings, and ancillary documents.
- Manage client-related electronic files and scheduling.
Qualifications:
- Paralegal certificate or bachelor’s degree required.
- Minimum 3 years of relevant experience (estate planning, tax services, or related fields).
- Familiarity with the Internal Revenue Code is a plus.
- Proficiency in Microsoft Excel, Word, and legal document assembly software.
- Strong communication skills and meticulous attention to detail.
- Ability to manage multiple projects independently and efficiently.
This is a fantastic opportunity to advance your paralegal career with a forward-thinking firm committed to employee well-being, diversity, and professional development.
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