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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 only if you are IMMEDIATELY available for new temporary opportunities

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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 for more information.

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Salary: DOE

Location: Boston, MA

Date Posted: January 11, 2021

Employment Type: Temporary

Job Reference: 02100-9502814250

Staffing Area: Legal