Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Paid time off

Training & development

Wellness resources

Probate, Estate & Trust Administration Paralegal

About the Position: Berkshire Law Group seeks a paralegal responsible for managing and producing complex, detailed work involving probate, estate & trust administration and fiduciary accounting while providing exceptional service to our clients. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Much of this work is in the areas of accounting and tax, requiring strong mathematical, organizational, and technological skills. As well, this position requires significant client contact and excellent communication skills.

Responsibilities:

Attend client meetings and extensive contact with clients

Identify, gather, and value assets and expenses

Prepare various probate and estate administration documents with attention to detail

Prepare accountings for both estates and trusts

Prepare estate tax returns, including federal and state

Prepare federal and state fiduciary income tax returns and gift tax returns

Review and interpret wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts

Compensation & Benefits:

Competitive salary based on experience

Simple IRA Retirement Savings Plan with 3% employer match

Paid time off and flexible hours

Many learning and development opportunities

Paid time for yoga and strength training classes

Location/Availability: This full-time position is based in Lenox, MA, with the opportunity for a flexible and hybrid work schedule. We are open to discussing your situation and work/life balance needs for this opportunity.

Requirements:

Experience desired but we will train the right person

Ability to learn and use advanced software programs and innovative technology

Strong understanding of basic business relationships and client confidentiality principles

Excellent communication and interpersonal skills

Proficiency in Microsoft Office programs and ability to learn new software quickly

Proactive, detail-oriented, and able to manage multiple caseloads concurrently

Commitment to the firm's values and mission

Flexible work from home options available.