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Estate and Tax Paralegal
We are looking for an experienced Estate and Tax Paralegal to join our team in Blue Bell, Pennsylvania. This position offers the opportunity to work with a prestigious law firm specializing in trusts, estates, and taxation. In this role, you will be integral to providing exceptional client service, managing complex estate matters, and ensuring compliance with tax regulations. Initially, this is an in-office role with the potential to transition into a hybrid schedule.<br><br>Responsibilities:<br>• Prepare and file Federal Estate Tax Returns, Pennsylvania Inheritance Tax Returns, and other fiduciary accounting documents.<br>• Manage estate and trust administration, including probate processes and client communications.<br>• Draft and organize legal documentation related to estate planning and tax filings.<br>• Collaborate with attorneys to ensure compliance with tax laws and regulations.<br>• Utilize legal software such as EstateWorks, ProSystem, and iManage to streamline workflows.<br>• Build and maintain strong relationships with clients, advising them on estate and tax matters.<br>• Coordinate the filing of gift tax returns and other necessary tax-related documents.<br>• Monitor deadlines and ensure timely submission of all legal and tax filings.<br>• Review and analyze complex financial and legal information for accuracy.<br>• Provide support in high-profile estate and tax cases, ensuring efficient case management.
• Minimum of 8 years of experience in trusts, estates, or tax law as a paralegal.<br>• Expertise in estate tax preparation and fiduciary accounting.<br>• Proficiency in legal software, including EstateWorks, ProSystem, and iManage.<br>• Strong written and verbal communication skills to effectively interact with clients and attorneys.<br>• Bachelor’s degree preferred; Paralegal Certificate or equivalent experience required.<br>• Ability to manage multiple priorities and meet strict deadlines.<br>• Familiarity with probate and estate administration processes.<br>• Detail-oriented with exceptional organizational skills for handling complex legal matters.
<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>
  • Blue Bell, PA
  • onsite
  • Permanent
  • 80000.00 - 150000.00 USD / Yearly
  • We are looking for an experienced Estate and Tax Paralegal to join our team in Blue Bell, Pennsylvania. This position offers the opportunity to work with a prestigious law firm specializing in trusts, estates, and taxation. In this role, you will be integral to providing exceptional client service, managing complex estate matters, and ensuring compliance with tax regulations. Initially, this is an in-office role with the potential to transition into a hybrid schedule.<br><br>Responsibilities:<br>• Prepare and file Federal Estate Tax Returns, Pennsylvania Inheritance Tax Returns, and other fiduciary accounting documents.<br>• Manage estate and trust administration, including probate processes and client communications.<br>• Draft and organize legal documentation related to estate planning and tax filings.<br>• Collaborate with attorneys to ensure compliance with tax laws and regulations.<br>• Utilize legal software such as EstateWorks, ProSystem, and iManage to streamline workflows.<br>• Build and maintain strong relationships with clients, advising them on estate and tax matters.<br>• Coordinate the filing of gift tax returns and other necessary tax-related documents.<br>• Monitor deadlines and ensure timely submission of all legal and tax filings.<br>• Review and analyze complex financial and legal information for accuracy.<br>• Provide support in high-profile estate and tax cases, ensuring efficient case management.
  • 2025-10-23T14:13:48Z

Estate And Tax Paralegal Job in Blue Bell | Robert Half