Trust & Estates Paralegal

Vaco Boston has partnered with a well-respected Boston-based law firm that is seeking a Trusts & Estates Paralegal.Responsibilities:Identifying, gathering, and valuing assets; preparing various probate and accounting documents;Preparing accountings for both estates and trusts;Preparing death tax returns, including the federal estate tax return and state estate tax returns;Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts;Using reference materials and performing basic research using a variety of resources.Education and Experience:Undergraduate degree and paralegal certification (or equivalent)Familiarity with procedures of courts and regulatory agenciesExperience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), PDF software, and document management softwareExperience working with tax preparation and accounting software (e.g., FastTax, ProSystems)Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

#J-18808-Ljbffr