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Jobot

Hybrid Estate Planning Paralegal

Jobot, Bethesda, Maryland, us, 20811

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1 week ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $100,000.00/yr - $125,000.00/yr

Overview Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Estate Planning Paralegal Hybrid / Metro Accessible / 401K Match / Flex Time. This Jobot Job is hosted by Haley Lucas. Are you a fit? Easy Apply now by clicking the \"Easy Apply\" button and sending us your resume. Salary $100,000 - $125,000 per year.

A Bit About Us Conveniently located a block away from a Metro stop, the firm has been around for more than 50 years and has more than 50 attorneys! They are committed to providing clients with excellent legal services and both clients and staff stay with the firm long term.

Benefits

Hybrid work schedules

Paid Time Off (PTO), paid holidays including Juneteenth

Group Medical, Dental, and Vision Insurance; Teladoc coverage for remote medical care

Group Term Life Insurance

401(k) Savings Plan with % Match and a Profit-Sharing Plan

Short-Term Disability

Long-Term Disability

Job Details We are seeking a highly motivated and experienced Permanent Hybrid Estate Planning Paralegal to join our team in the Finance industry. The successful candidate will have a strong background in estate administration, paralegal certification, and a bachelor's degree or equivalent. In addition, the candidate must possess knowledge of accounting procedures, Maryland, DC and Virginia Code provisions relating to estates and trusts, filing procedures, and local court probate rules and procedures. The position is full-time and requires a minimum of 3 years of experience.

Responsibilities

Review and analyze will and trust provisions

Meet and communicate directly with sophisticated clients on estate planning matters

Prepare fiduciary Inventories

Prepare Federal, Maryland and DC estate tax returns

Prepare Federal gift tax returns

Facilitate trust administrations

Qualifications

3+ years of prior estate administration experience and appropriate educational background

Paralegal certificate, bachelor's degree or equivalent

Knowledge of accounting procedures, Maryland, DC and Virginia Code provisions relating to estates and trusts, filing procedures, and local court probate rules and procedures

Prior experience preparing estate and gift tax returns and understanding will and trust provisions is essential

Seniority level Not Applicable

Employment type Full-time

Job function Legal

Industries Legal Services, Law Practice, and Government Administration

Equal Opportunity Statement Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Background Check and Privacy Notice Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy

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