Tax and Wealth Planning Paralegal (Blue Bell)
Law Firm is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for their Blue Bell, PA office.
Primary Responsibilities
- Calendar management, including tax-related deadlines and client calls/meetings.
- Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
- Estate administration, including prepare and file probate documents, advise and respond to clients.
- Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
- Prepare trust and estate accountings.
- Draft simple wills and correspondence.
- Apply for tax identification numbers.
- Prepare and file deeds and related documents, review deed records.
- Form entities with Secretary of State office.
- Prepare corporate minutes and maintain minute books.
- Calculate taxes, tax exemptions, and executor fees.
- Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
To apply for this position, please send your resume (in Word format) to .
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)