Robert Half International Trust & Estates Paralegal in Boston, Massachusetts
A law firm located in downtown Boston has an immediately available Trust & Estates Paralegal position
Job duties include Trust Administration, Tax Preparation as well as General & Administrative duties:
Collection of trust income, payment of trust bills, and preparation of distributions to trust beneficiaries
Overseeing of daily operations of custodial bank, including deposits and check requests
Handling all aspects of trade securities processing including interfacing with investment advisor, broker and custodial bank, ordering sales or purchases of securities and preparation of trade sheets
Maintaining records of account performance relative to objective standards
Maintenance of continuous client contact and handling of client relations issues such as telephone correspondence and email correspondence and keeping the trustee informed of client’s needs
Prepare: Form 1041 fiduciary tax returns for trusts and estates, form 1040 Personal tax returns for individuals and quarterly estimated taxes for trusts and individuals
Review capital gains to adjust quarterly estimated tax payments
Record daily billable time, and review / edit bill performas monthly
+Print, copy and pay final monthly bills
Calculate trustees’ fees on an annual basis, request checks from custodial bank and complete deposit form for billing department
File case documents in an organized manner
Organize, scan, copy and fax legal documents
Update and organize electronic and physical files
Please note that this is a temporary position slated to last 1 month or longer. Therefore, respond with your FULLY up to date resume in WORD format by emailing it directly to email@example.com only if you are IMMEDIATELY available for new temporary opportunities
Robert Half Legal matches legal professionals and consultants with remote or on-site jobs on a full-time, project and temporary basis, serving both law firms and corporate legal departments. We also provide teams for complex projects, including litigation, eDiscovery, data privacy, and mergers and acquisitions.
Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.
Questions? Call your local office at 1.888.490.5592. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.
Location: Boston, MA
Date Posted: January 11, 2021
Employment Type: Temporary
Job Reference: 02100-9502814250
Staffing Area: Legal