Offit Kurman is hiring an Estate Administration & Tax Paralegal to provide critical support in estate and trust administration and estate planning matters. This experienced role is based in our Bethesda, MD office.
What You'll Do
- Prepare court filings and maintain organized records for estate and trust administration.
- Manage calendar and deadlines for court and tax filings.
- Coordinate the retitling of assets, including real estate and securities.
- Communicate with financial institutions regarding account matters.
- Obtain EINs from the IRS.
- Draft correspondence and maintain communication with Executors, Trustees, and beneficiaries.
- Work collaboratively with accountants and tax professionals on filings.
- Finalize documents for execution.
- Assist with trust funding, including deeds and co-op apartment transfers.
- Serve as a client liaison and provide regular updates.
What We're Looking For
- 3+ years of direct estate planning experience.
- Strong organizational, communication, and time management skills.
- Ability to handle confidential matters with discretion and professionalism.
- Ability to work in the office daily for the first 90 days.
- Ability to travel to the Columbia, MD office once a week.
Work Mode
This is a hybrid position based in Bethesda, MD. The role requires daily in-office work for the first 90 days and travel to our Columbia, MD office once per week.
