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Years of Experience
Trusts and Estates / Tax Paralegal The candidate prepares individual and fiduciary income tax returns, gift tax returns and estate tax returns. Prepares probate and administration proceedings, accounting proceedings (judicial and non- judicial) and other court filings. Assists in the transfer of assets from decedent's or individuals' name to Estate or Trust (including the preparation of deeds and related tax filing). Assists in preparing, retaining, and organizing legal documents, agreements, pleadings and accountings related to trust and estate administration. Performs legal support work following detailed instructions pertaining to administration of tax returns and the administration of trusts and estates. Provides factual research, document analysis and organization, and drafts pleadings. Indexes trust and estate administration documentation and enters data into client files. Meets with clients as needed. Tracks billable time and enters it into the DTE system. Presents information effectively to lawyers and clients and responds to questions. Resolves routine legal questions under the direction of a lawyer. The above items represent major responsibilities of this position. Additional responsibilities may be included in order to respond to a changing environment and the Firm's needs. Perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Paralegal certificate, a four-year degree and/or 2 years of Paralegal experience is needed. Should have 5+ years of estate planning/tax experience in a law firm, trust department, or accounting firm.In-depth understanding of estate tax/fiduciary tax/gift tax and estate administration is essential. Familiarity with trust and estate accountings are needed. Familiarity with probate and administration proceedings and procedures are essential. Proficiency with Word and Excel as well as accounting and tax return preparation programs is essential.
Job ID: 4307. Send a resume.
Company infoDiane Amato