Wealth Advisory Services, Paralegal

4 weeks ago

Saint Paul, United States Redpath & Company Full time
Job DescriptionJob DescriptionSalary:

At Redpath and Company, our strength is our people. We believe in our employees, and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide upward mobility and career opportunities while maintaining our close-knit, people-first culture. Voted a Top 150 Workplace by Star Tribune and the #5 midsize company out of 50 other honorees, our employees have spoken for themselves and agree that Redpath is the place to be

 

To support our rapid growth, we are seeking a Paralegal to join our Wealth Advisory Services team. This role will work closely with the Wealth Advisory Services Partner and assist with estate, gift, and trust compliance and planning services for individuals, business owners, and high net worth families.  We will take a vested interest in your personal and professional development -- come grow your career with us

 

In this role, you will:

 

  • Assist with clients' estate settlement process, trust and estate administration, and related settlement and trust accountings.
  • Assist with preparing clients' federal estate, state inheritance, federal gift, and federal and state fiduciary income tax returns, and related accountings.
  • Assist with occasional tax research projects. 

 

The successful candidate should have:

 

  • Paralegal certificate, a 4-year degree and/or equivalent Paralegal experience.
  • 3+ years of estate planning/tax experience in a law firm, trust department, or accounting firm required. 
  • In-depth understanding of estate tax, fiduciary tax, gift tax and estate administration.
  • Familiarity with trust and estate accountings.
  • Familiarity with probate and administration proceedings and procedures. 
  • Experience working with high net-worth clients preferred.
  • High degree of initiative, attention to detail and organization in managing multiple priorities in a fast-paced, deadline-driven work environment.
  • Ability to deal professionally and communicate clearly and concisely with both internal and external clients on all levels.
  • Proven analytical and mathematical skills.
  • Proficiency with systems and programs for tax return preparation, document management, and legal research, including MS Outlook/Word/Excel.
  • Live in the greater Minneapolis / St. Paul area.

 

Who is Redpath and Company?

 

  • Caring - Clients and colleagues must know we care—they must feel it.
  • Committed - To the firm, the firm’s vision, clients, and colleagues.
  • Continuously Improving - Always striving to be better, learn more, and offer more.
  • Confident - In ourselves, our colleagues, and our firm.
  • Connected - Awareness of the world and our surroundings, developing relationships, and articulating ideas.

 

Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. The firm started operations in 1971. With offices located in downtown St. Paul (headquarters) and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Minneapolis/St. Paul metro area with over 200 employees. Redpath and Company is a member of HLB International, a global network of independent advisory and accounting firms. For more information and benefits summary, visit www.redpathcpas.com.

 

Redpath and Company is an Equal Opportunity Employer.


  • Wealth Advisory Services, Tax Director

    5 days ago

    Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible...

  • Wealth Advisory Services, Tax Director

    4 weeks ago

    Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible...

  • Wealth Advisory Services, Tax Director

    3 weeks ago

    St Paul, United States Redpath & Company Full time

    Job Description Job Description Salary: At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible...

  • Client Services Representative

    5 days ago

    St Paul, United States Strategic Staffing Solutions Full time

    JOB DESCRIPTION Client Support Specialist- NOT CALL CENTER Shoreview, MN 12+ months - potential to go perm W2 Rate - $23.00/hr Hybrid Schedule - One week onsite / one week remote; Training will be in three tiers Requires onsite interview - in personRequirements: 2 years customer contact in financial services 6 months experience (or recent coursework) within...

  • Wealth Specialist

    4 weeks ago

    Saint Louis, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...

  • Wealth Specialist

    2 weeks ago

    Saint Louis, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...

  • Wealth Advisor

    4 weeks ago

    Saint Louis, United States Kerber, Eck & Braeckel LLP Full time

    Job DescriptionJob DescriptionThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen...

  • Client Services Representative

    2 weeks ago

    St Paul, United States Strategic Staffing Solutions Full time

    JOB DESCRIPTION Client Services Representative - Wealth Management Shoreview, MN 12+ months - potential to go perm W2 Rate - $23.00/hr Hybrid Schedule - One week onsite / one week remote; Training will be in three tiers Requires onsite interview - in personRequirements: 2 years customer contact in financial services 6 months experience within...

  • Paralegal

    2 days ago

    Saint Petersburg, United States hrEdge Consulting Full time

    Taylor Nelson PL is a multi-office, national transportation and logistics law firm with an immediate opening for a full-time Paralegal. The Paralegal will assist attorney(s) by providing clerical and research support services including document preparation and review; assist with interviewing clients and witnesses; research, investigations, and fact...

  • Paralegal

    2 days ago

    Saint Petersburg, United States hrEdge Consulting Full time

    Job DescriptionJob DescriptionSalary: From $70,000Job Description:Taylor Nelson PL is a multi-office, national transportation and logistics law firm with an immediate opening for a full-time Paralegal.  The Paralegal will assist attorney(s) by providing clerical and research support services including document preparation and review; assist with...

  • Operations Associate

    4 days ago

    Saint Louis, United States Stifel Full time

    Summary The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on...

  • Paralegal

    7 days ago

    Saint Louis, United States Lewis Brisbois Bisgaard & Smith LLP Full time

    Overview Lewis Brisbois offers legal practice in more than 40 specialties, and a multitude of sub-specialties. Our attorneys have broad knowledge, experience, and sensitivity to our clients' unique needs. Through interaction among our practice groups, Lewis Brisbois provides a wide range of legal services to each client with a continuity of representation...

  • Litigation Paralegal

    4 days ago

    Saint Charles, United States St. Charles MO Law Firm Full time

    Job DescriptionJob DescriptionExperience, Education and Training:5+ years of experience as a litigation paralegal in a law firm setting.Prior experience with all phases of civil litigation.Bachelor’s degree and paralegal certificate.General Job Description:Must be self-motivated and able to work at a fast pace, recognize the importance of meeting...

  • Paralegal

    7 days ago

    Saint Louis, United States Blitt & Gaines P.C. Full time

    Job Title: Paralegal About Blitt and Gaines, P.C. BG is an industry leading debt collection law firm that has been in business over 30 years. Our Firm has around 45 attorneys, and over 250 support staff throughout 9 offices in the following states: Arizona, Illinois, Indiana, Missouri, Iowa, Kansas, and Wisconsin. We are proud to represent most of the...

  • Custody Operations Specialist

    4 days ago

    Saint Paul, United States U.S. Bancorp Full time

    Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations. Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of vario Operations Specialist, Operations, Specialist, Manufacturing, Banking, Operation

  • Corporate Paralegal

    3 weeks ago

    Saint Louis, United States UB Greensfelder LLP Full time

    Job DescriptionJob DescriptionUB Greensfelder LLP is a full-service, Am Law 200, super-regional law firm focused on exceeding client expectations and delivering superior, customized legal solutions. Created in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., the firm's 275 lawyers advise regional, national, and global...

  • Senior Litigation Paralegal

    2 weeks ago

    Saint Charles, United States St. Charles MO Law Firm Full time

    Job DescriptionJob DescriptionGeneral Job Description:Must be self-motivated and able to work at a fast pace, recognize the importance of meeting deadlines, be responsive, extremely organized, with the ability and desire to function as a central member of a team, taking ownership, progressing cases, and coordinating the efforts of partners, associates,...

  • Client Associate

    3 weeks ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionClient Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will live by is “Every...

  • Client Associate

    2 weeks ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionClient Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will live by is “Every...

  • Associate Advisor

    24 hours ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionAssociate Advisor / Client Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will...