Paralegal – Estate, Financial & Tax Planning

Bowditch has an opening for a paralegal in our Estate, Financial & Tax Planning practice area. In this role, you’ll be part of a dynamic team dedicated to delivering top-notch legal services in a collaborative and supportive environment. You will have the opportunity to work a hybrid schedule of 4 days each week in the office and 1 day per week remotely. This full-time position will work out of the Boston office.

Responsibilities

• Assisting with the administration and management of various estates and trusts
• Preparing and filing of probate documents related to estates and the various forms of guardianships
• Filing of gift and estate tax returns and fiduciary income tax returns
• Maintaining client files to include filing documents in our document management system and in hard copy files
• Producing documents, spreadsheets, charts and graphs
• The ability to disseminate information from bank, brokerage and other financial statements
• Communicating with and updating clients as necessary
• Other projects as assigned within the practice

Skills

• Should be proficient and advanced with MS Word, Excel, Office, and Publisher
• The candidate should have excellent communication skills
• The candidate must possess excellent writing and research skills
• Must be detailed oriented and able to manage multiple tasks and deadlines

This is an ideal position for an individual considering law school and/or an individual with a strong interest in the Trust and Estates field. Qualified candidates should have very strong mathematical and organizational skills, interpersonal skills, good computer skills, and the ability to work in a team environment. We will provide training.

Dedicated to Diversity:  Bowditch & Dewey focuses on inclusive hiring of those candidates having excellent skills with a broad range of experiences, knowledge and perspectives.  Diversity within the Firm promotes an open and mutually respectful workplace and the delivery of superior service to its clients.

#LI-Hybrid

If you are interested in becoming part of an organization which provides exceptional service, cost effective representation and successful results, please send cover letter and resume to:

Equal Opportunity Employer