Legal Staff Paralegal in Greenwich, CT

Law Firm

Greenwich, CT

Legal Staff Paralegal in Greenwich, CT

Legal Staff

No

Job Title: Trusts and Estates Administrative Paralegal

Job Responsibilities:
The trusts and estates administrative paralegal is tasked with managing and producing a substantial volume of intricate and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. The paralegal must be capable of independently handling the administration of an estate from start to finish, while collaborating with attorneys as necessary. The role requires:

- Identifying, gathering, and valuing assets and preparing various probate and accounting documents.
- Preparing accountings for both estates and trusts.
- Preparing death tax returns, including the federal estate tax return and state estate tax returns.
- Reviewing and interpreting wills and trust agreements in collaboration with attorneys to implement the plan during the estate and trust administration process and to fund trusts.
- Utilizing reference materials and performing basic research using a variety of resources, although attorneys generally research issues of law.

The paralegal must possess good mathematical, organizational, and technological skills due to the accounting and estate tax nature of the work. The ability to interact compassionately with individuals who may have experienced the loss of a loved one or are under stress is essential. The position demands excellent organizational, client service, communication, and technological skills; effective judgment in managing information; and the ability to manage and meet deadlines in a fast-paced work environment. The paralegal must also be flexible to work overtime as deadlines require, multitask while adapting to changing priorities, and adapt to changes in technology and processes.

Education and Experience:
- An undergraduate degree and paralegal certification (or equivalent) are required.
- Familiarity with the procedures of courts and regulatory agencies.
- Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), PDF software and related scanning and production utilities, and document management software.
- Experience with tax preparation and accounting software (., FastTax, ProSystems).
- Ability to learn and use advanced software programs and new technology, with a desire to seek and attend training to improve skills.
- A good understanding of basic business relationships and client confidentiality principles.

Salary Information:
The text does not provide specific salary information for the Trusts and Estates Administrative Paralegal position.