We are looking for an experienced and detail-oriented Trust and Estates Paralegal to join our team in Grove City, Pennsylvania. In this role, you will manage estate administration and tax matters while providing exceptional support to clients. The ideal candidate thrives in a client-focused, relaxed work environment and is capable of handling multiple cases independently.
Responsibilities:
- Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages.
- Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks.
- Support estate planning and succession planning by maintaining thorough documentation and compliance standards.
- Coordinate residential and commercial real estate transactions associated with estate matters.
- Build and maintain strong client relationships by providing clear communication and updates throughout each process.
- Work onsite five days a week to collaborate with team members and provide a consistent presence.
- Utilize the Lackner System or similar estate management software efficiently for case tracking and administration.
- At least three years of experience as a trust and estates paralegal.
- Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices.
- Proficiency in the Lackner System or comparable estate management software.
- Ability to work onsite with some flexibility for personal scheduling needs.
- Excellent communication skills and a detail-oriented approach in client interactions.
- Strong ability to work independently while managing multiple cases simultaneously.
- Familiarity with residential and commercial real estate transactions related to estate matters.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice. Create a Job Alert
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