Trust and Estates Paralegal

Our client 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.

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
• Excel
• Microsoft Office Suite