Estate Administration & Tax Paralegal - Remote

Overview

Offit Kurman is seeking an experienced Estates & Trusts Paralegal to join our Bethesda MD office. This role provides critical support in estate and trust administration and estate planning matters.

In Short

• Preparing court filings and maintaining records for estate and trust administration
• Experience with Tax Forms (706s, 1041s, and MD MET-1, etc)
• Managing deadlines for court and tax filings
• Coordinating asset retitling (real estate, securities, etc.)
• Communicating with financial institutions on account matters
• Obtaining EINs from the IRS
• Drafting correspondence and maintaining communication with Executors, Trustees, and beneficiaries
• Working with accountants and tax professionals on filings
• Finalizing documents for execution
• Assisting with trust funding, including deeds and co-op apartment transfers
• Serving as a client liaison and providing regular updates

Requirements

• 3+ years of estate planning experience.
• Strong organizational, communication, and time management skills
• Ability to handle confidential matters with discretion and professionalism
• Work in the office daily for the first 90 days, 4 days a week, 1 day remote thereafter. Travel to Columbia once a week will be needed.

Benefits

• Competitive salary
• Opportunities for professional growth
• Collaborative work environment
• Flexible work schedule after initial period
• Supportive team culture