Paralegal - Estate Planning

McNees Wallace & Nurick LLC

Lancaster, United States
On-site
Prepare pennsylvania inheritance tax returns
Prepare fiduciary income tax returns
Gather and organize necessary information
Join a team that values your voice, your growth, and your impact on clients, colleagues, and the communities we serve

Job Summary

  • Join a team that values your voice, your growth, and your impact on clients, colleagues, and the communities we serve.
  • Your responsibilities will include coordinating estate opening, gathering information, preparing tax returns, and managing estate timelines.
  • We foster a culture of integrity, innovation, and collaboration where your ideas matter and your contributions make a real impact.

Matching Summary

Join a team that values your voice, your growth, and your impact on clients, colleagues, and the communities we serve.

Skills & Requirements

Must-have

  • Prepare Pennsylvania inheritance tax returns
  • Prepare fiduciary income tax returns
  • Gather and organize necessary information
  • Communicate directly with attorneys and clients

Nice-to-have

  • Experience with federal estate tax returns
  • Experience with federal gift tax returns
  • Commitment to providing outstanding client service

Key Requirements

  • Paralegal Certificate or Associate’s degree
  • Experience in preparation of Pennsylvania inheritance tax returns
  • Experience in preparation of fiduciary income tax returns
  • Ability to meet billable requirements
  • Adapt to occasional overtime

Work Rights

Not specified

Tailored Resume

Cover Letter