Paralegal - Private Client & Tax

Roles and Responsibilities

• Assisting attorneys with trust administration including:
  • Obtaining appraisals and other asset valuations, retitling assets, setting up bank accounts, obtaining taxpayer identification numbers
  • Drafting distribution documents (including deeds, assignments, receipts and releases), drafting trustee resolutions, maintaining trust records, and coordinating annual tax returns
  • Preparing formal and informal fiduciary accountings
  • Providing concierge services to beneficiaries, coordinating information collection, distributions, and tax reporting, as well as being a key point of contact for families and intermediaries
• Assisting attorneys with entity administration including:
  • Preparing and filing formation documents for corporations, LLCs, and partnerships
  • Preparing organizational documents, minutes and resolutions
  • Aiding with entity maintenance, governance, and compliance matters
  • Maintaining corporate records and ownership ledgers
  • Aiding with entity restructuring and dissolution
  • Performing other job-related duties as assigned (training on advanced trust administration including fiduciary accounting is available)
• Performing other job-related duties as assigned

Skills and Experience

• Minimum three years' experience as a paralegal
• Proficient in MS Word, Excel, PowerPoint, and Outlook
• Bachelor’s Degree required

Person Specification

• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner
• Strong organisational and practice management skills
• Able to work effectively under pressure whilst maintaining attention to detail