Job Information
Insight Global Trust & Estate Paralegal in Philadelphia, Pennsylvania
Job Description
Insight Global is seeking an experience Trust & Estate Paralegal to join the Philadelphia office of an AM 100 law firm. The ideal candidate will have 7 years of experience supporting trust and estate work, including advanced knowledge of the administration of trusts and estates, the ability to manage confidential information with discretion, strong interpersonal skills to build a rapport with clients, and a desire to grow in the position.
PRIMARY RESPONSIBILITIES:
Lead contact for trust beneficiaries and trustees to facilitate trust distributions, working with financial advisors to maintain accurate trust investment and loan statements; facilitating the annual tax reporting statements and tax returns amongst accountants, financial advisors, trustees and beneficiaries.
Manage day-to-day aspects of estate administration with moderate supervision by attorneys; and prepare Federal and State estate and inheritance tax returns.
Prepare Federal gift tax returns
Coordinate the delivery of certain family office services for a completely customized client experience.
This role sits hybrid 3 days in the office and 2 days remote, offers solid compensation and great benefits.
$75K to $110K per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
-Bachelors Degree or Paralegal Certificate
-Minimum of 5 years experience supporting Trust & Estates work
-Ability to work within Microsoft 365 -Experience with OneSource (tax return preparation system) null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.