Overview
A well-established law firm is seeking a
Trust & Estates Paralegal
to support a busy private wealth practice. This role partners closely with attorneys, trustees, and external advisors to manage trust and estate administration, tax-related filings, and fiduciary compliance. The position offers meaningful responsibility, direct attorney interaction, and exposure to sophisticated trust and estate matters.
The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment with evolving priorities.
Key Responsibilities
Administer trust and estate accounts, including bookkeeping, distributions, and record-keeping
Prepare and review
annual trust account statements
and related financial reports
Assist with
estate, gift, and fiduciary income tax filings , including coordination with accountants and advisors
Manage
probate and surrogate's court filings
and related submissions
Compile documentation for gifts to trusts and beneficiary distributions
Draft trust agreements and related estate planning documents
Monitor investment statements and analyze monthly trust activity
Create and manage budgets forecasting trust income, expenses, and distributions
Process trust-related payments, including checks and authorization letters
Support trustee and executor compliance with fiduciary obligations
Maintain regular communication with trustees, grantors, beneficiaries, and advisors
Provide general administrative and paralegal support to the Trust & Estates practice
Skills & Experience
3+ years of experience in
Trust & Estates, Private Wealth, or fiduciary administration
Experience with trust accounting, distributions, and financial reporting
Exposure to
estate and gift tax matters
and fiduciary income tax filings
Familiarity with probate and trust-related court filings
Proficiency with
Excel
and accounting or trust administration software
Experience with
UltraTax or similar tax software
is a plus
Strong organizational skills with the ability to manage multiple deadlines
Excellent written and verbal communication skills
Ability to work independently while collaborating with a small, close-knit team
Additional Details
Billable requirement:
approximately 1,500 hours annually
Schedule:
hybrid; 4 days in-office
Environment:
small local team with support from a broader national practice
Compensation:
competitive, commensurate with experience
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
#J-18808-Ljbffr
Trust & Estates Paralegal
to support a busy private wealth practice. This role partners closely with attorneys, trustees, and external advisors to manage trust and estate administration, tax-related filings, and fiduciary compliance. The position offers meaningful responsibility, direct attorney interaction, and exposure to sophisticated trust and estate matters.
The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment with evolving priorities.
Key Responsibilities
Administer trust and estate accounts, including bookkeeping, distributions, and record-keeping
Prepare and review
annual trust account statements
and related financial reports
Assist with
estate, gift, and fiduciary income tax filings , including coordination with accountants and advisors
Manage
probate and surrogate's court filings
and related submissions
Compile documentation for gifts to trusts and beneficiary distributions
Draft trust agreements and related estate planning documents
Monitor investment statements and analyze monthly trust activity
Create and manage budgets forecasting trust income, expenses, and distributions
Process trust-related payments, including checks and authorization letters
Support trustee and executor compliance with fiduciary obligations
Maintain regular communication with trustees, grantors, beneficiaries, and advisors
Provide general administrative and paralegal support to the Trust & Estates practice
Skills & Experience
3+ years of experience in
Trust & Estates, Private Wealth, or fiduciary administration
Experience with trust accounting, distributions, and financial reporting
Exposure to
estate and gift tax matters
and fiduciary income tax filings
Familiarity with probate and trust-related court filings
Proficiency with
Excel
and accounting or trust administration software
Experience with
UltraTax or similar tax software
is a plus
Strong organizational skills with the ability to manage multiple deadlines
Excellent written and verbal communication skills
Ability to work independently while collaborating with a small, close-knit team
Additional Details
Billable requirement:
approximately 1,500 hours annually
Schedule:
hybrid; 4 days in-office
Environment:
small local team with support from a broader national practice
Compensation:
competitive, commensurate with experience
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
#J-18808-Ljbffr