Job Title: Estates Paralegal
Job Overview:
Contemporary Staffing Solutions is seeking an Estates Paralegal to join our client to support the administration of complex, high-value trusts and estates. This direct-hire position is based in Philadelphia, PA, offering a hybrid schedule (3 days onsite, 2 days remote after training). The Estates Paralegal will collaborate with attorneys and financial professionals to manage estate settlement, coordinate tax filings, and maintain accurate financial and legal documentation. This role is ideal for an experienced paralegal who enjoys client-facing work and thrives in a collaborative, detail-driven environment.
Compensation:
$80,000 – $115,000 annually, plus annual bonus
Work Schedule:
Monday – Friday, standard business hours
Key Responsibilities of the Estates Paralegal:
• Coordinate all phases of estate and trust administration, including probate filings, appointment of personal representatives, and asset collection and valuation.
• Prepare, file, and track federal and state estate, inheritance, and gift tax returns, collaborating with accountants and financial advisors to ensure accuracy and compliance.
• Manage financial records, facilitate tax payments and beneficiary distributions, and assist with fiduciary accountings through to estate closure.
• Maintain strong client relationships by serving as a trusted point of contact for executors, beneficiaries, and advisors, ensuring timely communication and personalized service.
• Provide administrative and document support for attorneys handling high-net-worth estate matters, maintaining confidentiality and precision throughout all processes.
Qualifications and Skills for the Estates Paralegal:
• At least 5 years of experience in estate and trust administration, preferably within a law firm or financial services environment.
• Advanced understanding of estate settlement procedures, probate filings, and tax documentation.
• Proficiency with Microsoft Office Suite and familiarity with trust or tax preparation software (e.g., Trustdesk, OneSource, or similar).
• Excellent organization, discretion, and written and verbal communication skills.
• A degree in a related field and/or paralegal certification preferred; equivalent professional experience will be considered.
Why Join Us?
This is an opportunity to work alongside highly skilled attorneys and financial professionals on sophisticated estate matters while enjoying a supportive hybrid work model. You’ll gain exposure to high-net-worth estate management and tax processes while growing your expertise in a collaborative, team-oriented environment.
About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp-to-hire, and direct hire staffing solutions. With decades of experience, we’ve grown from a staffing agency to a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology. Explore more about CSS and how we connect great talent with exceptional opportunities by visiting www.ContemporaryStaffing.com.