Faegre Drinker, an Am Law 50 law firm, is searching for a Paralegal to join our Private Client team in Philadelphia. As a private client paralegal, you will support experienced lawyers in all aspects of estate administration, from inception through termination. This position will work with other talented individuals who share a passion for doing great work in the best interest of our clients.
What you would do in this job:
- Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration
- Prepare probate and administration documents for formal and informal proceedings
- Collect, analyze and organize decedent’s financial records, including tax returns, intervivos trust agreements, gift tax returns and financial statements
- Value decedent’s assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate
- Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor’s deeds
- Consider post-mortem estate planning and prepare disclaimer documents
- Prepare U.S. and non-resident estate tax and inheritance tax returns
- Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts
- Compile materials required in connection with an audit of estate and/or inheritance tax returns
- Prepare and file Accountings and related settlement documents
- Assist attorneys, as needed, in connection with drafting Wills, other estate planning documents and estate litigation documents
- Special projects and duties, as assigned
Company Benefits:
- Encouragement to prepare for future responsibilities and career success by pursuing in-firm and off-site professional and educational opportunities
- Opportunities to contribute to the health and vitality of the communities where we live and work through our tradition of pro bono, volunteerism and philanthropy
- On-site gym and cafeteria
- 35-hour work week with a one-hour lunch break
- Business casual attire
- Professional environment and the opportunity to work with experts at the top of their fields
- Variety of health plan options, as well as dental and vision plans
- Generous vacation and sick days
- Convenient location in Center City
Position Expectations:
- Experience in tracking billable time
- Ability to manage workflow and work under tight deadlines and other time constraints with competing and shifting priorities
- Excellent interpersonal, written and verbal communication skills
- Ability to work independently while effectively working as part of a team
- Strong research and investigative skills
- Ability to problem solve and maintain good judgment and strict confidentiality
- Ability to accept ownership of projects and successfully drive the project tasks on a daily basis
- Positive and professional demeanor
Job Requirements:
- Bachelor’s degree or equivalent experience required; paralegal certificate strongly preferred
- 5+ years of experience in trusts and estates required
- Experience as a paralegal in a law firm strongly preferred
- Previous experience with a variety of tax programs, including programs for estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations
- Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)
URL to apply: https://jobs.brassring.com/1033/ASP/TG/cim_jobdetail.asp?partnerid=25727&siteid=5377&Areq=1287BR
