Trusts and Estates Paralegal

4 weeks ago


Phoenix, Arizona, United States JRG Partners Inc Full time

At JRG Partners Inc, we are seeking a highly skilled Trusts and Estates Paralegal to join our team. The ideal candidate will have a strong background in estate administration and be able to provide assistance to our attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns.

Key Responsibilities:

  • Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
  • Maintain financial records of trusts, perform trust accounting, and audit accounts.
  • Maintain G/L accounts, reconcile broker statements, prepare payables, and bank deposits.
  • Obtain and reconcile 1099 and K-1 statements.
  • Irrevocable trust funding and administration (post-death).
  • Probate administration, including drafting of probate pleadings.
  • Maintain close personal contact with clients and financial advisors.
  • Provide family office services for high net worth clients.
  • Meet annual billable hour requirement of 1600 hours.
  • Learn/develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance.
  • Independently organize and manage files or delegate similar tasks to appropriate business professionals and supervise same.
  • Comply with firm policies.
  • Sustain attention to detail and quality of work.

Requirements:

  • Ability to deliver superior service to all internal and external customers and to communicate effectively.
  • Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.


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