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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 highly skilled Trust and Estates Paralegal to join our team at AMS Staffing Inc. in Chicago, IL.

Job Summary:

The successful candidate will be responsible for preparing tax returns, probate documents, and estate and trust accountings. They will also conduct factual research, perform tax and legal research, and review and draft estate planning and other legal documents.

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
  • Prepare estate and trust accountings, analyze and organize records and documents
  • Conduct factual research involving assets, liabilities, titling of assets, claims, valuation, contacts, and other matters relating 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
  • Prepare corporate, partnership, and LLC agreements, resolutions, and other documents
  • Handle governmental, agency, and court filings
  • Meet and directly communicate with clients
  • Maintain a docket of all estate, trust, and court dates

Requirements:

  • Tax preparation programs (particularly CCH)
  • Accounting programs
  • Estate planning programs
  • Excel and Visio preferred

What We Offer:

A competitive salary, awesome benefits, and bonus opportunities. If you're interested in this Trust and Estates Paralegal position, please send your resume for consideration.