Offit Kurman is hiring an Estate Administration & Tax Paralegal

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.