Paralegal Job at Peak Partners, Baltimore County, MD

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  • Peak Partners
  • Baltimore County, MD

Job Description

Peak Partners has a client who is a well-established Maryland law firm in search of a Paralegal for their Trusts & Estates practice.

This is a hybrid role located in Baltimore, MD. The salary is commensurate on experience.

Responsibilities:

  • Handle all aspects of the probate process
  • Prepare federal and state estate tax returns
  • Run various tax projections
  • Coordinate the preparation of all appraisals and income tax returns (individual and fiduciary)
  • Handle all aspects of trust administration
  • Prepare fiduciary accountings
  • Distribute to beneficiaries
  • Conduct tax planning
  • Coordinate fiduciary income tax return preparation

Required Skills and Experience:

  • Bachelor's degree and/or a paralegal certificate
  • 3-5 years of experience in the administration of large and complex estates
  • 3-5 years of experience in all types of trusts
  • Proficiency with Excel, PowerPoint, Word, Adobe

If you think you have the qualifications stated above and are interested in exploring a new opportunity, we will welcome the chance to review your resume and talk further.

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