Go Back
Key Responsibilities:
- Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, probate court cases and tax documents.
- Coordinate and communicate with financial planners, Certified Public Accountants, and other outside FBT individuals for transfer of assets during the lifetime of a client or after the death of a client.
- Communicate directly with clients by oral and written methods in substantive, ongoing and significant matters.
- Conduct research related to real estate titling at various Courthouses or online searches.
- Prepare documents to transfer real estate as necessary.
- Prepare corporate documents and minute books as necessary.
- Perform document production review and indexing.
- Organize and compile client-related documentation.
- Prepare various IRS and State Level Tax Return documents, including but not limited to Federal Estate Tax Returns, Federal Gift Tax Returns, and Kentucky Inheritance Tax Returns.
- Assist with drafting of correspondence, court filings, transfer documents, and other ancillary documents.
- Maintain client related electronic files.
- Schedule conferences, client related meetings, and other court appearances.
Job Requirements:
- An associate or bachelor's degree in paralegal studies, or a bachelor's degree in an unrelated field combined with an ABA-approved paralegal certificate or relevant experience in the area of specialization.
- Minimum of 3 years of experience as a paralegal or in other legal/tax services roles.
- Experience with the Internal Revenue Code preferred.
- Strong oral and written communication skills.
- Proficient using Excel, Word and other database and document assembly software.
- Must be detail oriented, efficient, and able to coordinate multifaced projects with a minimum of supervision.
- Ability to problem solve, set priorities and to ask questions when needed.
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
