Trust & Estate Paralegal at Jobot
Birmingham, MI 48009
About the Job
Highly Respected National Law Firm seeks Trust & Estate Paralegal for WFH Hybrid Role - High Comp - Great Culture
This Jobot Job is hosted by: Kevin Ross
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $85,000 - $155,000 per year
A bit about us:
A leading global law firm providing comprehensive legal services across diverse industries and practice areas. With a rich history and a commitment to excellence, integrity, and innovation, the firm's team of highly skilled attorneys delivers tailored solutions to meet clients' needs.
In search of a senior-level Paralegal for our Trusts & Estates group. The ideal candidate should have a minimum of 10 years of experience as a Paralegal Specialist or a minimum of 18 years as a Senior Paralegal Specialist. The role involves managing all aspects of estate planning and trust administration, with a focus on Washington, DC, Maryland, and Virginia.
Why join us?
Medical
Dental
Vision
401K
PTO
WFH Flexibility
Bonus
Job Details
Responsibilities:
Assist in preparing estate tax returns, gift tax returns, and fiduciary income tax returns.
Maintain records for estates and trusts, including asset valuations and bank balances.
Coordinate post-death administration of trusts and estates, manage estate bank accounts and investments.
Prepare and file probate forms, fiduciary accountings, and trust funding documents.
Facilitate asset distribution and trust funding schedules, including real estate deeds and transfers.
Obtain tax clearances and coordinate asset transfers into trusts.
Prepare financial/computation spreadsheets.
Qualifications:
Proficiency in Windows-based software, Microsoft Word, Excel, and Outlook.
Strong knowledge of fiduciary income tax principles.
Proficiency in tax preparation software such as Wolters Kluwer GEMS and CCH Axcess.
Ability to work efficiently under minimal supervision and be proactive in a team-oriented environment.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Kevin Ross
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $85,000 - $155,000 per year
A bit about us:
A leading global law firm providing comprehensive legal services across diverse industries and practice areas. With a rich history and a commitment to excellence, integrity, and innovation, the firm's team of highly skilled attorneys delivers tailored solutions to meet clients' needs.
In search of a senior-level Paralegal for our Trusts & Estates group. The ideal candidate should have a minimum of 10 years of experience as a Paralegal Specialist or a minimum of 18 years as a Senior Paralegal Specialist. The role involves managing all aspects of estate planning and trust administration, with a focus on Washington, DC, Maryland, and Virginia.
Why join us?
Medical
Dental
Vision
401K
PTO
WFH Flexibility
Bonus
Job Details
Responsibilities:
Assist in preparing estate tax returns, gift tax returns, and fiduciary income tax returns.
Maintain records for estates and trusts, including asset valuations and bank balances.
Coordinate post-death administration of trusts and estates, manage estate bank accounts and investments.
Prepare and file probate forms, fiduciary accountings, and trust funding documents.
Facilitate asset distribution and trust funding schedules, including real estate deeds and transfers.
Obtain tax clearances and coordinate asset transfers into trusts.
Prepare financial/computation spreadsheets.
Qualifications:
Proficiency in Windows-based software, Microsoft Word, Excel, and Outlook.
Strong knowledge of fiduciary income tax principles.
Proficiency in tax preparation software such as Wolters Kluwer GEMS and CCH Axcess.
Ability to work efficiently under minimal supervision and be proactive in a team-oriented environment.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
85,000 - 155,000 /year