Tax and Wealth Planning Paralegal

Primary Responsibilities

• Calendar management, including tax-related deadlines and client calls/meetings.
• Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
• Estate administration, including prepare and file probate documents, advise and respond to clients.
• Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
• Prepare trust and estate accountings.
• Draft simple wills and correspondence.
• Apply for tax identification numbers.
• Prepare and file deeds and related documents, review deed records.
• Form entities with Secretary of State office.
• Prepare corporate minutes and maintain minute books.
• Calculate taxes, tax exemptions, and executor fees.
• Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.

Skills And Abilities

• Excellent written and verbal communication skills.
• Strong problem-solving skills.
• Strong organizational skills.
• Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
• Ability to take initiative to improve processes while keeping team members informed.
• Ability to maintain highest level of confidentiality.
• Ability to provide outstanding customer service to internal and external clients/contacts.

Requirements

• BA or BS degree strongly preferred.
• Associate's degree or paralegal certificate with eight years of comparable work experience.

Work Environment & Physical Demands

• This job operates in a clerical, office setting.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Physical Requirements: Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

Visual Acuity

• Close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.