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Estate Planning Associate

Pittsburgh, PA 15237

Posted: 06/13/2023 Industry: Professional Job Number: TM847138613

Job Description

 Estate Planning Associate
Pittsburgh Suburb
Competitive Compensation Package
Full Time
Potential candidate should possess experience in 3-5 years of experience in the following:

Primary Responsibilities 
Estate Planning
  • Preparation of estate planning documents, including Last Wills and Testament, Revocable Trusts, Irrevocable Trusts, Powers of Attorney (Financial and Healthcare), and Living Wills.
  • Ability to meet with clients to advise and structure estate plan.
  • Preparation of deeds, beneficiary designations forms, and other related documents to implement the client’s estate plan.
Estate Administration and Probate
  • Administration of estate and trusts from inception to distribution.
  • Reviewing and drafting probate and trust administration documents and other related documents.
  • Legal research regarding probate, estate planning issues and related areas.
  • Prepare and review Pennsylvania Inheritance Tax Returns.
  • Prepare and review Fiduciary Income Tax Returns.
  • Proven at least 3+ years of experience as accountant.
  • Knowledge of the insurance industry, budget, and insurance-related experience is preferred.
  • Advanced in QuickBooks and MS Excel skills, including Vlookups and pivot tables
  • BS degree in Accounting, Finance, or relevant degree.
We are an EOE.  

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