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Trust and Estates Paralegal Specialist
2 months ago
Liberty Personnel Services, Inc. is seeking a highly skilled Trust and Estates Paralegal to join their team. As a key member of the firm, you will be responsible for handling estate administration and tax returns, utilizing your expertise in trusts and estates to provide exceptional service to clients.
Key Responsibilities- Administer estates, including handling probate and trust matters.
- Prepare and file tax returns, including individual and business tax returns.
- Assist with tax planning and fiduciary services, including estate planning and administration.
- Develop and maintain strong relationships with clients, providing exceptional communication and writing skills.
- Stay up-to-date with changes in tax laws and regulations, ensuring compliance with all relevant laws and regulations.
- Collaborate with the team to achieve business objectives, utilizing your expertise in trusts and estates to drive results.
- Background in legal or accounting, with a paralegal certificate, 4-year degree, or relevant experience.
- 3+ years of experience in trusts and estates, with a focus on estate administration and tax returns.
- Familiarity with tax software, such as One Source or ProSystems Fx Tax.
- Strong skills in MS Office tools, including Word, Excel, and Outlook.
- Sharp eye for detail and ability to juggle multiple tasks while meeting deadlines.
- Team player with knowledge of tax planning and fiduciary services.
Liberty Personnel Services, Inc. is a leading technical recruiting agency with a national presence. We specialize in placing top talent in a variety of industries, including information technology, software programming, engineering, and more. Our team is dedicated to providing exceptional service to our clients and candidates, and we are committed to building long-term relationships.
