Estate Administration Paralegal Specialist

3 days ago


Wheaton, Illinois, United States Jobot Full time
About the Role

We are seeking a highly skilled and experienced Estate Administration Paralegal to join our dynamic legal team at Jobot. This is a unique opportunity for a professional with a strong background in tax and accounting to apply their expertise in a legal setting.

Key Responsibilities
  • Administer trusts and estates, including the collection, valuation, and distribution of assets.
  • Prepare estate tax returns (IRS Forms 706), gift tax returns (IRS Forms 709), fiduciary income tax returns (IRS Forms 1041), individual income tax returns (IRS Forms 1040), and business tax returns (IRS Forms 1120, 1120S, 1065).
  • Coordinate with accountants and other professionals to ensure accurate and timely filing of tax returns.
  • Communicate effectively with clients, attorneys, and other parties involved in estate administration.
  • Maintain detailed and accurate records of all estate administration activities.
  • Manage multiple projects simultaneously, prioritize tasks, and meet deadlines.
Requirements
  • A degree in Accounting or a related field is required.
  • Certified Public Accountant (CPA) designation is strongly preferred.
  • Minimum of 5 years of experience in a paralegal role, with a focus on trust and estate administration.
  • Minimum of 2 years of experience in public accounting.
  • Proficiency in preparing various IRS forms, including 706, 709, 1040, 1120, 1120S, 1065, and 1041.
  • Exceptional attention to detail and strong analytical skills.
  • Excellent communication and client service skills.
  • Strong organizational and project management skills.
  • Proficiency in MS Word, MS Excel, and Outlook.
What We Offer
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401K

This is an exciting opportunity for a seasoned paralegal with a tax and accounting background to join a respected legal team. If you have the necessary skills and experience, we would love to hear from you.


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