Job Details

Estate, Trust And Tax Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Oct 07, 2020

Valid Through

Jan 20, 2021

Posted on

Aug 31, 2020

Years of Experience

Min 3 yrs required

Location

Cincinnati, OH, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Profile

Estate, Trust and Tax Paralegal
The candidate will provide legal support to assigned lawyers by assisting with the administration of estates, trusts, and guardianships, drafting estate planning documents, maintaining files, and maintaining law office records retention program. Will obtains work assignments from attorneys based on needs of the office and experience level of the paralegal. Meets with attorneys and clients to gather information needed for the administration of estates, trusts and guardianships. Assists fiduciary with all aspects of estate and trust administration, including collection and valuation of assets, collection and payment of debts, and distribution, transfer, and/or sale of assets. Prepares correspondence as needed. Prepares and files all necessary documents with the Probate Court which may include the following: Full administration of estate; Relief from administration; Appointment of Trustee and filing of bi-annual accounts and other filings for Testamentary Trusts; Appointment of Guardian, annual accounts, and other reports and filings for guardianships; Approval of personal injury and wrongful death settlements; Adoptions; and Name changes. Prepares state and federal estate tax returns. Prepares individual and fiduciary state and federal income tax returns. Prepares gift tax returns. Maintains files, including financial and tax records, and keeps track of all due dates for probate and tax filings. Drafts various legal documents, including initial drafts of Wills, Trusts and Healthcare Directives. Occasional legal research. Client interaction via email, telephone and personal contact. Other duties as assigned.

Qualification and Experience

The candidate should have 3+ years of related experience. Bachelor’s Degree desired and ABA Paralegal certificate preferred but will consider experience in lieu of education. Must have intermediate computer skills, specifically in Microsoft Windows and Office.

Company info

Hiring Coordinator
Keating Muething & Klekamp PLL
One East Fourth Street
Suite 1400
Cincinnati, OH 45202

Review:

"Law Firm with Some Culture"

Former Employee - Reviewed on December 18, 2017

The law office does a great job of encompassing a family culture. The employees and staff seem to work collectively and should continue be encouraged to do so. Management should look at offering more opportunities to grow within the law firm.

Pros : The law firm is composed of a group of staff and employees which put their best effort into the work which they perform. The environment has resulted in positive one as the staff and employees behave in having values of family.
Cons : The law firm does not offer the opportunity to grow. The size of the law office firm is small and causes promotions to not occur often.
Current or former employee? : Former Employee

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