Wealth Advisory Services, Paralegal

3 months 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, and we use E-Verify to confirm the identity and employment eligibility of all new hires.


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