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Trusts & Estates Paralegal
1 month ago
Our client is a National Law Firm and are seeking a Trusts & Estates Paralegal.
Responsible for a full range of estate administration matters by providing assistance to the Firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing probate and filing estate-related tax returns, and client case management.
ESSENTIAL JOB FUNCTIONS:
- Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
- Maintain financial records of trusts; perform trust accounting; audit accounts.
- Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
- Obtain and reconcile 1099 and K-1statements.
- Irrevocable trust funding and administration (post death).
- Probate administration, including drafting of probate pleadings.
- Maintain close personal contact with clients and financial advisors.
- Provide family office services for high net worth clients.
- Meet annual billable hour requirement of 1600 hours.
- Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
- Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.
- Comply with firm policies.
- Sustain attention to detail and quality of work.
CORE REQUIREMENTS:
- Ability to deliver superior service to all internal and external customers and to communicate effectively.
- Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.