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Experienced Paralegal for Estate Planning

2 months ago

Columbus, Ohio, United States Aspen Careers, LLC Full time
Position Overview

Aspen Careers, LLC is collaborating with a prestigious law firm to recruit a skilled Paralegal for their Trusts and Estates Practice group.

Employee Benefits:

  • Hybrid work environment
  • Employer-provided parking
  • Comprehensive medical, dental, and vision coverage
  • Flexible working hours
  • 401K retirement plan
  • Competitive salary package

Key Responsibilities:

  • Overseeing financial, accounting, and taxation elements of estate and trust management.
  • Drafting probate documentation, title transfer papers, and estate and gift tax submissions.
  • Performing financial assessments, reviewing investment reports, and aiding in personal financial and tax planning.

Qualifications:

  • Excellent verbal and written communication abilities.
  • Strong numerical aptitude and financial literacy.
  • Familiarity with Microsoft Office and estate/trust accounting and tax preparation tools.
  • Capacity to uphold client confidentiality and work in a team-oriented environment.
  • Proficient in client engagement and multitasking.
  • Understanding of probate procedures and capability to collaborate with clients' other service providers (accountants, brokers, bankers, etc.).

For more information about current job openings, please visit our website.