Paralegal

We are seeking a Paralegal to join our team. This role will primarily focus on Trusts & Estates, requiring the individual to support our attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing necessary documents, and managing client cases.

Responsibilities:

• Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency.
• Oversee the financial records of trusts, conduct trust accounting, and audit accounts.
• Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits.
• Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date.
• Administer revocable and irrevocable trust funding and administration, both pre and post death.
• Oversee probate administration, including the drafting of probate pleadings.
• Maintain close personal contact with clients and financial advisors, ensuring excellent customer service.
• Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance.
• Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same.
• Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times.
• Deliver superior service to all internal and external customers, communicating effectively and in a detail-oriented manner.
• Collaborate within a team, adapting to changing business demands, and producing quality final work products. • Minimum 5 years of experience in a Paralegal role
• Proficient in Case Management Software
• Experienced in handling Billing Functions
• Skilled in Calendar Management
• Excellent Communication skills
• Knowledge of Gift Tax and Estate Tax
• Ability to prepare Estate Tax Return
• Experience in managing Revocable Trusts
• Expertise in Tax - Trust & Estate
• Familiarity with Form 1099 and K-1
• Experience in Probate and Estate Administration
• Skilled in Legal Billing and Legal Research
• Proficiency in using CCH ProSystem fx for Tax Compliance
• Proficiency in using CCH ProSystem fx for Tax Planning
• Previous experience working with ParaLegals