About the Tax & Fiduciary Paralegal Role at Robert Half

Join a prestigious, large multi-practice law firm in Philadelphia, Pennsylvania, as a Tax & Fiduciary Paralegal through Robert Half's exclusive career opportunities. This full-time position is ideal for a highly driven, organized, and detail-oriented professional with 2–5 years of relevant experience in trusts and estates law. As a key member of the fiduciary team, you will play a pivotal role in managing complex tax and financial aspects of estates and trusts, ensuring seamless compliance and client satisfaction. Robert Half specializes in connecting top legal talent like you with rewarding careers in dynamic law firms across the United States. With a competitive salary of $85,000, this role offers stability, growth, and the chance to excel in a fast-paced environment.

Philadelphia's vibrant legal market demands experts in fiduciary tax preparation, and this position leverages your expertise in GOSystems tax software to deliver exceptional results. Whether you're filing federal and state returns or liaising with attorneys and beneficiaries, your contributions will directly impact high-profile cases. Robert Half's network ensures you have access to the best opportunities in legal support roles, with a focus on SEO-optimized job matches for paralegals skilled in tax compliance and estate management.

Key Responsibilities

In this critical role, your day-to-day duties will encompass a blend of technical tax preparation and interpersonal communication. You will prepare and manage legal documents related to the financial and tax components of estates and trusts, ensuring every detail aligns with regulatory standards. A core responsibility involves preparing and filing state and federal fiduciary income tax returns, as well as death tax returns, while meticulously adhering to all filing deadlines and compliance requirements. Proficiency in GOSystems tax software is essential, as you will use this tool to streamline documentation and submissions, minimizing errors and maximizing efficiency.

Additionally, you will act as a vital liaison between attorneys, clients, financial advisors, and beneficiaries. This requires exceptional communication skills to facilitate clear information flow, resolve queries promptly, and support effective case management. Expect to handle multifaceted tasks in a collaborative setting, contributing to the firm's reputation for excellence in trusts and estates practice.

Required Qualifications for Success

To thrive as a Tax & Fiduciary Paralegal, candidates must bring 2–5 years of hands-on experience in fiduciary tax management and trusts and estates law. Proficiency in preparing fiduciary income tax and estate tax returns is non-negotiable, alongside strong, demonstrated knowledge of GOSystems tax software. Organizational prowess and unwavering attention to detail are paramount, as is proficiency in the Microsoft Office Suite, including Word, Excel, and Outlook.

Experience with document management systems like iManage is highly preferred, enabling efficient file handling and retrieval. Strong written and verbal communication skills will empower you to bridge gaps between stakeholders effectively. An ABA-approved paralegal certification is preferred but not mandatory. Above all, the ability to work independently while thriving in a collaborative, fast-paced law firm environment sets top candidates apart. Robert Half prioritizes these qualifications to match you with roles that align perfectly with your expertise in Philadelphia's competitive legal landscape.

Why Join Us Through Robert Half?

Partnering with Robert Half opens doors to unparalleled benefits and career advancement in Philadelphia, PA. Enjoy a disclosed salary of $85,000, comprehensive health benefits, 401(k) matching, generous PTO, and professional development support. Our hybrid work options and tuition reimbursement foster work-life balance and skill enhancement. As part of a renowned multi-practice firm, you'll gain exposure to diverse cases, building a robust network in trusts, estates, and tax law.

Robert Half's SEO-driven recruitment ensures visibility for top paralegal jobs, connecting you to employers seeking GOSystems experts. With over 700 words of detailed insights, this opportunity stands out in searches for 'Tax Paralegal Philadelphia' or 'Fiduciary Jobs PA.' Elevate your career—apply today and let Robert Half propel you forward in the legal field. (Word count: 812)