Estate Administration Paralegal

Overview

The successful candidate will work within our Estate Administration Department, with responsibilities including preparation of estate, gift, and income tax returns, and accountings.  The role requires frequent coordination with others both inside and outside the firm including partners, associates, and other paralegals, as well as clients and court personnel and other professionals.

Essential duties and responsibilities

• Preparation of probate documents, death, gift and income tax returns for large estates
• Maintain checkbook and other bank and security or investment accounts
• Assist with federal and state audits
• Accumulate, value, and inventory all assets including real and personal property, financial accounts, stock holdings and safety deposit boxes
• Calculate estimated taxes and cash needs
• Transfer assets to beneficiaries and file all necessary paperwork to receive benefits
• Perform other job duties as assigned and assist attorneys where needed

Key Skills and Experience Desired

• 5 years as trust and estate administration paralegal or experience in a similar field. 
• Estate administration experience in both Connecticut and another state(s) is desirable.
• Knowledge of tax and probate accounting software with Pro Systems and GEMS is a plus.
• Strong working knowledge of Excel, Microsoft Word, and Outlook is required; experience with FileSite and Elite is preferred.
• Must possess the ability to multi-task and work under strict deadlines with strong attention to detail.
• Ability to work independently is required.
• Strong written and verbal communication skills are required.
• Familiarity with legal terminology pertinent to the area of assignment is desirable. 

Education Requirements 

• Bachelor’s Degree required. 
• Must have strong math and accounting skills. 

About Withers

Law.com International's Law Firm of the Year 2021

For 125 years, our firm has focused on and helped successful people, families, entrepreneurs, family businesses, governments and institutions negotiate the wide range of legal issues they face in their business and personal lives. Over time, we have gained valuable insights into the ways wealth can be generated, preserved, deployed and enhanced. We assist our clients in a variety of industry sectors including real estate, manufacturing, motorsport, luxury brands, sport, hotels and hospitality, technology, energy, art and cultural assets, life sciences, charities and philanthropy and financial services. With 18 offices our experience means we can see the global picture. We provide legal advice across a range of different practice areas including estate planning, personal and corporate tax and, corporate, banking and finance, access to capital (both private and public) both equity and debt, real estate, intellectual property, immigration, international trust structuring, philanthropy, luxury assets, international probate, public international law and international arbitration. 

Equal Opportunities Employment Statement 

Withers Bergman LLP is an Equal Employment Opportunity employer.  Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law.  The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at 203 789 1320 or email us.recruiting@withersworldwide.com with your request.  Determinations on requests for reasonable accommodation are made on a case-by-case basis.