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Trusts & Estates Paralegal

1 month ago

Phoenix, United States JRG Partners Full time
Job DescriptionJob Description

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.