Legal Staff Paralegal in Phoenix, AZ

Law Firm

Phoenix, AZ

Legal Staff Paralegal in Phoenix, AZ

Legal Staff

Min 10 yrs required

No

Job Title: Tax Professional

Job Responsibilities:
The Tax Professional role within the law firm is integral to the Paralegal Team, specifically supporting the Financial Services and Capital Markets business unit. The primary responsibilities include:

- Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
- Maintaining financial records of trusts, performing trust accounting, and auditing accounts.
- Maintaining General Ledger accounts, reconciling broker statements, and preparing payables and bank deposits.
- Obtaining and reconciling 1099 and K-1 statements.
- Managing irrevocable trust funding and administration post-death.
- Administering probate, including drafting probate pleadings.
- Acting as an expert in accounting, offering guidance and best practices to team members.
- Maintaining close personal contact with clients and financial advisors.
- Meeting an annual billable hour requirement of 1600 hours.
- Developing technical proficiency in database use, internet/electronic research, and electronic file maintenance.
- Organizing and managing files independently or delegating tasks to appropriate business professionals.
- Ensuring attention to detail and quality of work.
- Performing other duties as assigned.

Education and Experience Information:
The position requires:

- A minimum of an Associate's degree, with a Bachelor's degree or a Paralegal Certificate from an ABA-approved program preferred. Significant, substantive related experience may be considered in lieu of formal education.
- 10 or more years of experience in Trusts & Estates is preferred.
- Proven success working in a fast-paced, continually changing environment.
- Proficiency with Microsoft Office applications and familiarity with tax and trust accounting software.
- Experience with document database programs or software.
- Significant client case management experience.
- Exceptional attention to detail.
- Ability to interact effectively and professionally, providing exceptional service internally and externally at all times.
- Highly organized, able to prioritize workflow and manage projects.
- Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.

Salary Information:
The text does not provide specific salary information for this position.

The above description outlines the general content and requirements for the Tax Professional role. It is not an exhaustive statement of essential functions, responsibilities, or requirements. The law firm will provide reasonable accommodations as necessary to allow an individual with a disability to apply for and/or perform the essential functions of the position.

EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.