Job Details

Trusts and Estates Paralegal

Company name

Law Firm Staff

Organization Type

Law Firm

Job Type

Legal Staff

Location

Tampa, FL

Posted on

Dec 18,2017
  Employer Sponsored Job (Free to apply to)
 
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Profile

Law Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have the best law firm staff positions, but we also have the most. Trusts and Estates Paralegal The candidate will provide assistance to attorneys and clients in all aspects of estate and trust administration. Responsibilities include: maintaining beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets; researching fiduciary income tax, estate tax and probate issues; preparing documents to probate and administer estates; preparing estate and fiduciary income tax returns; administering trusts and non-liquid trust assets; and attending client meetings and maintaining frequent client contact for administration matters. Should have a college degree in Accounting, Finance or Business Administration and 3+ years of Florida estate and trust administration experience (equivalent work experience as an Estates and Trust Paralegal will be considered in lieu of Bachelor degree). Income, estate and gift tax return preparation experience preferred. Working knowledge of income, estate and gift taxes, ability to work independently and in a team setting, ability to meet all required deadlines with minimum supervision and excellent oral and written communication, organizational and problem-solving skills are essential. Proficiency in estate and tax software and MS Office software including Word, Excel, and Outlook is needed.

Company info

Law Firm Staff

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