Paralegal - Estate and Wealth Transfer Planning

Responsibilities

• Estate, trust and guardianship administration
• Assist with preparation of personal and fiduciary income tax returns
• Assist with preparation of federal estate tax returns
• Prepare or draft estate planning documents in a timely, appropriate manner
• Assist in hearings and trial prep, if necessary
• Document submission to federal and state agencies; electronic filings
• Plan and schedule client meetings as needed
• Communicate directly with clients, witnesses, attorneys and administrative staff; document significant communications
• Review and monitor updated statutes, regulations, codes and other authorities specific to area of practice
• Demonstrate effort and commitment for client; effective advocate for client
• Other duties as assigned

• Paralegal degree or certificate required, BS/BA degree preferred
• 5+ yrs. experience required
• Knowledge of Lackner 6-in-1 Estate Accounting Software and tax preparation software
• Advanced computer skills: Microsoft Office 365 including Excel, Outlook and Word, as well as Kofax Power PDF Advanced Power PDF and Adobe Acrobat
• Knowledge of document management (IManage) program
• Knowledge of time entry software (Aderant) and expense reimbursement software (Chrome River)
• Knowledge of comparison software (Change-Pro/Microsoft Track Changes)
• Observes strict confidentiality in both client and law office matters
• Positive team player, independent self-starter, takes direction well and accepts a challenge
• Professional attitude and excellent customer service skills
• Outstanding interpersonal skills to work effectively within a team environment
• Excellent organizational, prioritization and written and verbal communication skills
• Demonstrate good judgment and discretion
• Generate high-quality work, with exceptional attention to detail and proof reading skills
• Ability to prioritize, multi-task, adapt to new assignments, meet deadlines and maintain poise in a fast-paced, highly demanding environment

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

This is not a remote position.  This is a full-time position, working 37.5 hrs./wk., Monday-Friday.  The final pay rate is determined by qualifications and years of relevant experience.