Job description
Offit Kurman, one of the fastest growing full-service law firms, seeks a Paralegal with 5+years of experience in Estate Administration and Estates Planning to join its Bethesda, MD office.
The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, as well as a general understanding of MD probate and tax laws.
Job duties include:
- Prepare probate petitions, Inventories and Administration Accounts
- Create valuation reports for securities using valuation software
- Assist with sale and transfer of assets, including real estate
- Prepare various Probate filings and prepare attorney for court proceedings
- Schedule and manage court filings in timely manner
- Maintain and balance Estate & Trust checkbooks
- Prepare Receipts and Releases in connection with distributions from an estate or trust
- Prepare Federal and Maryland estate tax returns
Desired Qualifications:
- Minimum of 5+ years of experience as a Paralegal in Estate Planning and Administration
- Experience with accounting and tax software
- Experience interacting with clients, courts and multiple companies
Offit Kurman is one of the fastest-growing, full-service law firms in the United States. We offer a collegial and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.
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