Estates, Trusts and Probate ParalegalShulman 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. Shulman Rogers offers excellent long-term career opportunities and full benefits.
Job Posted by ApplicantPro
Numbers & Facts
Location
Potomac, MD
Job Type
Full-time
Skills
Accountingunmatched
Accounting Softwareunmatched
Communication Skillsunmatched
Computer Skillsunmatched
Computer Softwareunmatched
Detail Orientedunmatched
Income Taxunmatched
Legal Support Skillsunmatched
Mathematicsunmatched
Microsoft Officeunmatched
Organizational Skillsunmatched
Paralegalunmatched
Presentation/Verbal Skillsunmatched
Probateunmatched
Salesunmatched
State Taxunmatched
Tax Accountingunmatched
Tax Returnsunmatched
Time Managementunmatched
Writing Skillsunmatched
iManageunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.