Accounting, Accounting Software, Communication Skills, Computer Skills, Computer Software, Detail Oriented, Income Tax, Legal Support Skills, Mathematics, Microsoft Office, Organizational Skills, Paralegal, Presentation/Verbal Skills, Probate, Sales, State Tax, Tax Accounting, Tax Returns, Time Management, Writing Skills, iManage
Estates, Trusts and Probate Paralegal
Shulman Rogers' Estates, Trusts, and Probate practice group is seeking a paralegal with 2+ years of experience in estate and trust administration. The ideal candidate will provide substantive legal support to our attorneys in all aspects of trust and estate administration. This position requires a strong understanding of probate procedures, estate and trust administration, a comfort level with various electronic software used to prepare estate and trust accounting, and a high level of organizational and communication skills.
Responsibilities:
- The preparation of probate filings for Maryland, District of Columbia, and Virginia.
- Assisting with administration of estates and trusts from inception to close, including, but not limited to, the sale and transfer of assets.
- Preparation of Federal and State estate tax returns.
- Overall management of estate and trust administration in a timely manner.
Education and Experience:
- A bachelor's degree and/or paralegal certificate.
- Excellent verbal and written communication skills, including comfort and skill in speaking with clients and other professionals.
- Strong computer skills including probate-specific tax and accounting computer software (GEMS preferred). Experience with EVP, iManage, and Microsoft Office a plus.
- Critical attention to detail, the ability to manage a large case load, strong math skills and an understanding of basic estate and income tax concepts.
- A familiarity with local probate procedures, preferred, but not absolutely necessary.
The desired candidate will have the ability to work both independently and as part of a team.
This is a full-time, in-office position.
We offer a competitive salary, benefits package and work-from-home flexibility, along with opportunities for professional growth and development.