Paralegal Specialist

2 weeks ago


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

Aspen Careers, LLC is collaborating with a prestigious law firm in search of a knowledgeable Paralegal to join their Trusts and Estates Practice group.

Employee Benefits:

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

Key Responsibilities:

  • Overseeing the financial, accounting, and tax components of estate and trust management.
  • Drafting probate documentation, title transfer papers, and estate and gift tax filings.
  • Performing financial assessments, reviewing investment reports, and aiding in personal financial and tax strategies.

Qualifications:

  • Exceptional verbal and written communication skills.
  • Strong mathematical abilities and financial literacy.
  • Familiarity with Microsoft Office and software for estate/trust accounting and tax preparation.
  • Capability to uphold client confidentiality and work in a team-oriented environment.
  • Proficient in client engagement and managing multiple tasks effectively.
  • Knowledge of probate procedures and the ability to collaborate with clients' other advisors (accountants, brokers, bankers, etc.).

For further information about this opportunity and others, please visit our website.


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