This role assists attorneys with assignments involving complex paralegal duties requiring initiative, skill and specialized legal knowledge. Such complex work requires the exercise of independent judgment and discretion.
Preferred: A minimum of 5 years of trust and estates paralegal experience; including, Administer estates and trusts; Prepare federal and state estate tax returns; Prepare fiduciary accountings and income tax returns; Generally assist lawyers in estate planning and administration; Management of all aspects of trust accounts.
Essential Job Requirements
- Administer estates and trusts;
- Prepare federal and state estate tax returns;
- Prepare fiduciary accountings and income tax returns;
- Generally assist lawyers in estate planning and administration;
- Management of all aspects of trust accounts;
- Extensive client contact;
- Calendar and monitor key dates and deadlines.
- Probate papers;
- Federal and state estate and inheritance tax returns;
- Federal gift tax returns;
- Fiduciary accountings;
- Federal and state fiduciary income tax returns.
Skills, Knowledge and Abilities
- A minimum of a bachelor’s degree from an accredited college or university is required;
- Paralegal certification from an ABA program is optimal;
- A minimum of 5 years’ experience with estate administration and trust administration matters;
- Proficient with fiduciary accounting, including expertise with estate and gift tax returns;
- Currently is a Legal Assistant/Paralegal in a law firm or financial institution such as a trust company or bank trust department;
- A self-starter who can work independently;
- Excellent communication skills are a must since extensive client interaction is an integral part of this job;
- Careful attention to detail and superior interpersonal skills.
*This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities required by employee.
Salary: Highly competitive above market compensation
Date Active: 2.1.2021
Exempt/Not Exempt: Non-Exempt