Description
Heckscher, Teillon, Terrill & Sager, P.C., a boutique trusts and estates law firm founded in 1994, provides sophisticated estate and tax planning and fiduciary related services in a personalized setting for individuals, families, and small businesses in Greater Philadelphia. The firm offers continuity, stability, and flexibility in addressing client needs, ensuring efficiency in handling legal matters.
Role Description
This is a full-time, on-site role for an Estate Administration Paralegal or Accountant at Heckscher, Teillon, Terrill & Sager, P.C. The role involves tasks such as legal document preparation, communication with clients, conducting research, and document review related to personal, trust, and estate law matters.
Qualified Candidate Requirements:
- 4-year degree or paralegal certificate, or equivalent experience. An Accounting Degree a plus!
- At least 3 years trusts and estates experience, including administration of complex estates and trusts, and preparation of Federal and State tax death tax and income tax returns (706, PA REV-1500, 1041, PA-41).
- Experience with tax preparation software (knowledge of One Source and/or ProSystems Fx Tax a huge benefit).
- Excellent communication, writing and organizational skills. Able to prioritize, multi-task, and work well with clients.
- Demonstrated MS Office (Word, Excel, Outlook) experience required.
- Exceptional attention to detail and organizational skills a must.
- Ability to work effectively in a team.
- Knowledge of tax planning and fiduciary services.
This position offers a competitive salary and generous benefits. Collegial work environment.
Qualified candidates should email cover letter, resume, salary requirements and references in confidence to Kerrianne Brady via email: kbrady@htts.com.
