Estates Paralegal

About the role

Join our Tax, Benefits and Estates Practice Group in our Cincinnati office as a Paralegal. You will assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, and tax documents. Coordinate and communicate with financial planners, Certified Public Accountants, and other outside FBT Gibbons individuals for transfer of assets during the lifetime of a client or after the death of a client. Perform document production review and indexing, organize and compile client-related documentation, prepare various IRS and State Level Tax Return documents, and assist with drafting of correspondence, court filings, transfer documents, and other ancillary documents.

Responsibilities

• Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, and tax documents.
• Cook up and communicate with financial planners, Certified Public Accountants, and other outside FBT Gibbons individuals for transfer of assets during the lifetime of a client or after the death of a client.
• Cook up and communicate with financial planners, Certified Public Accountants, and other outside FBT Gibbons individuals for transfer of assets during the lifetime of a client or after the death of a client.
• Conduct research related to real estate titling at various Courthouses or online searches.
• Prepare documents to transfer real estate as necessary.
• Prepare corporate documents and minute books as necessary.
• Perform document production review and indexing.
• Organize and compile client-related documentation.
• Prepare various IRS and State Level Tax Return documents, including but not limited to Federal Estate Tax Returns, Federal Gift Tax Returns, and associated state-level Returns.
• Aid in drafting of correspondence, court filings, transfer documents, and other ancillary documents.
• Schedule conferences, client related meetings, and other court appearances.

Requirements

• Associates degree or Bachelor’s degree with a major in paralegal studies, ORA Bachelor’s degree with an unrelated major, and have:
• A certificate from an ABA approved paralegal training program specializing in the area for which the candidate is being considered; or
• Two year’s experience in the area of specialization for which the candidate is being considered or other comparable experience;
• Unique qualifications, experience, or training which fill a specific need within FBT Gibbons.
• Minimum of 3 years of experience as a paralegal or in other legal/tax services roles.
• Experience with the Internal Revenue Code preferred.
• Strong oral and written communication skills.
• Proficient using Excel, Word and other database and document assembly software.
• Must be detail oriented, efficient, and able to coordinate multifaced projects with a minimum of supervision.
• Ability to problem solve, set priorities and to ask questions when needed.

Benefits

FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.