Download App | FOLLOW US ON SOCIAL MEDIA
 Upload Your Resume   Employers / Post Jobs 

Estate Administration Paralegal, Trust and Estate Practice Group

Full-time 11 views

Law Firm

Wheaton, IL, United States

Estate Administration Paralegal, Trust and Estate Practice Group

Legal Staff

Huck Bouma PC.

Company Review

Write a Review   |   View Profile

Min 5 yrs required

Full-time

No

H1: Join the Largest DuPage County Law Firm as a Trust and Estate Paralegal

H2: Job Description

We are currently searching for a highly motivated, team-oriented candidate interested in joining the largest DuPage County law firm as a Trust and Estate Paralegal. Tax background will be required for this role. The successful candidate will be organized, detail-oriented, possess excellent writing and numeric skills, maintain strict confidentiality, and display a passion for delivering outstanding results and service on a consistent basis.

The Estate Administration Paralegal will be responsible for the following duties:

• Reviewing client estate planning documents for post-death administration of estates and trusts
• Preparing trust and will summaries, inventories, accountings and spreadsheets
• Preparing federal and state estate tax returns, gift tax returns and fiduciary income tax returns
• Preparing client memos and correspondence
• Funding marital and family trusts

H2: Qualifications

• Bachelor’s degree in Accounting
• 5+ years of recent public accounting tax experience encompassing progressive scope and responsibilities
• Tax Background or on track to obtain CPA
• Experience preparing IRS forms 706, 709, 1040, 1120, 1120S, 1065 and 1041
• Skillful attention to detail with strong communication, organizational, analytical, project management, client service and PC skills
• Proficiency with Microsoft applications including Outlook, Word, and Excel
• Strong verbal and written communication skills

H2: Salary

The salary for the Trust and Estate Paralegal position is competitive and commensurate with experience.

H2: How to Apply

If you are interested in joining the largest DuPage County law firm as a Trust and Estate Paralegal, please submit your resume and salary requirement to .

Equal Opportunity Employer – Only those candidates being offered an interview will be contacted. No phone calls please.

Tax Background, Attention to Detail, Communication, Organizational, Analytical, Project Management, Client Service, Microsoft Applications, Outlook, Word, Excel, Verbal and Written Communication

Bachelor's degree in Accounting

Submit your resume and salary requirement to

Qualification and Experience Bachelor's degree in Accounting

Legal

Apr 21, 2024
Jan 07, 2024
Nov 01, 2023

Job Feedback

Law Firm

Legal Staff

Min 5 yrs required

Full-time

Legal

Jan 07, 2024

Apr 21, 2024

Jan 07, 2024

Profile

H1: Join the Largest DuPage County Law Firm as a Trust and Estate Paralegal

H2: Job Description

We are currently searching for a highly motivated, team-oriented candidate interested in joining the largest DuPage County law firm as a Trust and Estate Paralegal. Tax background will be required for this role. The successful candidate will be organized, detail-oriented, possess excellent writing and numeric skills, maintain strict confidentiality, and display a passion for delivering outstanding results and service on a consistent basis.

The Estate Administration Paralegal will be responsible for the following duties:

• Reviewing client estate planning documents for post-death administration of estates and trusts
• Preparing trust and will summaries, inventories, accountings and spreadsheets
• Preparing federal and state estate tax returns, gift tax returns and fiduciary income tax returns
• Preparing client memos and correspondence
• Funding marital and family trusts

H2: Qualifications

• Bachelor’s degree in Accounting
• 5+ years of recent public accounting tax experience encompassing progressive scope and responsibilities
• Tax Background or on track to obtain CPA
• Experience preparing IRS forms 706, 709, 1040, 1120, 1120S, 1065 and 1041
• Skillful attention to detail with strong communication, organizational, analytical, project management, client service and PC skills
• Proficiency with Microsoft applications including Outlook, Word, and Excel
• Strong verbal and written communication skills

H2: Salary

The salary for the Trust and Estate Paralegal position is competitive and commensurate with experience.

H2: How to Apply

If you are interested in joining the largest DuPage County law firm as a Trust and Estate Paralegal, please submit your resume and salary requirement to .

Equal Opportunity Employer – Only those candidates being offered an interview will be contacted. No phone calls please.



Qualification and Experience

Bachelor's degree in Accounting

Additional info

Submit your resume and salary requirement to

Company info
Apply Now Apply Later

The #1 legal job board in the United States year after year after year!