Paralegal Specialist
2 weeks ago
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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