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Trust and Estates Paralegal Specialist

2 months ago

Chicago, Illinois, United States AMS Staffing Inc. Full time
Trust and Estates Paralegal Opportunity

We are seeking a skilled Paralegal to join our team at AMS Staffing Inc. in Chicago, IL. This is a full-time, direct-hire position with a competitive salary and excellent benefits package.

Job Summary

The successful candidate will be responsible for preparing tax returns, probate documents, and estate accountings. They will also conduct research, review and draft legal documents, and assist with business transactions.

Key Responsibilities
  • Prepare tax returns, including individual income, estate and trust income, gift, estate and GST tax returns
  • Understand the probate process and prepare probate documents, with a preference for Illinois
  • Prepare estate and trust accountings, analyzing and organizing records and documents
  • Conduct factual research on assets, liabilities, titling of assets, claims, valuation, contacts, and other matters related to estates and trusts
  • Perform tax and legal research using library and online resources
  • Review and draft estate planning and other legal documents
  • Assist with business transactions, including corporate, partnership, and LLC agreements, resolutions, and other documents
  • Handle governmental, agency, and court filings
  • Meet and communicate directly with clients
  • Maintain a docket of all estate, trust, and court dates
Requirements
  • Bachelor's degree required
  • Paralegal Certificate highly preferred
  • Experience with tax preparation programs, particularly CCH, accounting programs, estate planning programs, Excel, and Visio
Work Environment

This is a hybrid position, with 3 days onsite and 2 days remote. The work week hours are 35, with daily hours from 9am-5pm.