T&E Paralegal (Bethesda, MD)

One of the fastest growing full-service law firms, is seeking a Paralegal with 5+ years of experience in Estate Administration and Trusts to join its Bethesda, MD office.

The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, as well as a general understanding of MD probate and tax laws.

Job duties include:

• Prepare probate petitions, Inventories and Administration Accounts
• Create valuation reports for securities using valuation software
• Assist with sale and transfer of assets, including real estate
• Prepare various Probate filings and prepare attorney for court proceedings
• Schedule and manage court filings in timely manner
• Maintain and balance Estate & Trust checkbooks
• Prepare Receipts and Releases in connection with distributions from an estate or trust
• Prepare Federal and Maryland estate tax returns

Desired Qualifications:

• Minimum of 5+ years of experience as a Paralegal in Estate Planning and Administration
• Experience with accounting and tax software
• Experience interacting with clients, courts and multiple companies
• Expert writer with exceptional organizational skills, time management, and ability to meet deadlines
• Strong research and fact checking skills
• Knowledge of tax FAS
• Advanced MS office skills
• Bachelor’s degree, preferred

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