Paralegal – Private Client

Faegre Drinker
Published
July 30, 2022
Location
Philadelphia, PA
Category
Job Type

Description

Faegre Drinker is a firm designed for clients and designed for you. We understand that our people are critical to our success and we are committed to investing in our paraprofessional, administrative and operations professionals. We are always looking for talented, service-focused individuals to join our flexible and high-performing culture. With technology tools and resources that support our hybrid work environment, our colleagues enjoy a culture of learning, support for work and personal goals, opportunities to give back to our communities, and competitive benefits and rewards programs. At Faegre Drinker, you will have the opportunity to share your expertise within and across teams and contribute to our success.
Job Description Summary:

Faegre Drinker, an Am Law 50 law firm, is searching for a Paralegal to join our Private Client team in Philadelphia. As a private client paralegal, you will support experienced lawyers in all aspects of estate administration, from inception through termination. This position will work with other talented individuals who share a passion for doing great work in the best interest of our clients.

Job Description:
What you would do:
  • Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration
  • Prepare probate and administration documents for formal and informal proceedings
  • Collect, analyze and organize decedent’s financial records, including tax returns, intervivos trust agreements, gift tax returns and financial statements
  • Value decedent’s assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate
  • Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor’s deeds
  • Consider post-mortem estate planning and prepare disclaimer documents
  • Prepare U.S. and non-resident estate tax and inheritance tax returns
  • Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts
  • Compile materials required in connection with an audit of estate and/or inheritance tax returns
  • Prepare and file Accountings and related settlement documents
  • Assist attorneys, as needed, in connection with drafting Wills, other estate planning documents and estate litigation documents
  • Special projects and duties, as assigned
What is expected:
  • Ability to manage workflow and work under tight deadlines and other time constraints with competing and shifting priorities
  • Excellent interpersonal, written and verbal communication skills
  • Ability to work independently while effectively working as part of a team
  • Strong research and investigative skills
  • Ability to problem solve and maintain good judgment and strict confidentiality
  • Ability to accept ownership of projects and successfully drive the project tasks on a daily basis
  • Positive and professional demeanor
What we offer:
  • Encouragement to prepare for future responsibilities and career success by pursuing in-firm and off-site professional and educational opportunities
  • Opportunities to contribute to the health and vitality of the communities where we live and work through our tradition of pro bono, volunteerism and philanthropy
  • Professional environment and the opportunity to work with experts at the top of their fields
  • Variety of health plan options, as well as dental and vision plans
  • Generous paid time off
  • Hybrid Work Arrangement
What is required:
  • Bachelor’s degree or equivalent experience required; paralegal certificate strongly preferred
  • 5+ years of experience in trusts and estates required
  • Experience as a paralegal in a law firm strongly preferred
  • Previous experience with a variety of tax programs, including programs for estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations
  • Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)
  • Experience with tracking billable time
Apply now if you are ready to join the Faegre Drinker team!

Faegre Drinker Biddle & Reath LLP participates in the federal government's E-Verify program. With all new hires, we provide the Social Security Administration and, when applicable, the US Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.
Faegre Drinker Biddle & Reath LLP is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate on the basis of race, color, religion, age, national origin, disability, sex, sexual orientation, gender, gender identity, gender expression, marital status, veteran or military status, or any other characteristic made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of employment, including retirement, hiring, training, promotion, transfer, compensation, benefits, discipline and termination.
Notice to Recruiters and Staffing Agencies: Faegre Drinker Biddle & Reath (and any subsidiary) has an internal recruiting department and does not accept unsolicited resumes.
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