Trust and Estate Paralegal


Job Description

Large Highly Respected Law Firm seeks Trust & Estate Paralegal for busy Practice Group

This Jobot Job is hosted by: Kevin Ross
Are you a fit? Easy Apply now by clicking the "Apply on company site" button and sending us your resume.
Salary: $65,000 - $105,000 per year

A bit about us:

Large law firm w/ a great culture is seeking a Trust and Estate Planning Paralegal. The Trust and Estate Planning Paralegal supports the Trust, Estate Planning and Tax practices, assisting with a variety of responsibilities as outlined below.

Why join us?

  • Competitive Base Salary!
  • Extremely Competitive Benefits Package!
  • Flexible Work Schedules!
  • Accelerated Career Growth!

Job Details

As a Trust and Estate Planning Paralegal, your duties will include but not be limited to:

Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
Prepares estate and trust accountings; analyzes and organizes records and documents
Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
Performs tax and legal research using library and online resources
Reviews and drafts estate planning and other legal documents
Assists with business transactions
Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
Handles governmental, agency and court filings
Meets and directly communicates with clients
Maintains docket of all estate, trust and court dates
Directly deals with numerous clients
Acts as a backup for the entire practice group
Maintains 1,500 billable hours annually
Skills & Competencies:

Strong research and writing skills
Willingness and flexibility to work overtime
Ability to work under pressure on time-sensitive projects
Ability to multi-task
Ability to work independently
High level of attention to detail
Qualifications & Required Experience:

A bachelor’s degree preferred
ABA-approved paralegal certificate preferred
Expertise in tax, estate planning and estate administration preferred
Accounting experience preferred
Position also requires the ability to work under pressure to meet strict deadlines
Computer Skills:

To perform this job successfully, an individual must be proficient in the following software:

Tax preparation programs
Accounting programs
Estate planning programs
Microsoft Office Suite

Interested in hearing more? Easy Apply now by clicking the "Apply on company site" button.

Job Requirements