Trust and Estate Paralegal at Jobot
San Francisco, CA 94105
About the Job
Trust/Estate Paralegal | 10+ years of experience with Taxable Estates
This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $125,000 - $150,000 per year
A bit about us:
Job Details:
Are you a seasoned Trust and Estate Paralegal looking for an exciting opportunity to elevate your career? We are seeking a dynamic, detail-oriented professional with comprehensive knowledge and experience in Trust and Estate Law. The successful candidate will have a proven track record of preparing estate tax returns, managing taxable estates, and providing exceptional paralegal services. This is a full-time, permanent position that offers a challenging yet rewarding work environment, where you will have the chance to work on complex cases and make a significant impact.
Why join us?
Responsibilities:
As a Trust and Estate Paralegal, you will be expected to:
1. Prepare and file estate tax returns, ensuring compliance with all relevant laws and regulations.
2. Manage taxable estates, including the coordination of asset valuations, calculation of tax liabilities, and filing of necessary documents.
3. Assist attorneys in the preparation and execution of wills, trusts, and other estate planning documents.
4. Conduct legal research and prepare legal documents such as probate petitions and orders.
5. Liaise with clients, providing them with updates and addressing their queries in a professional and timely manner
Job Details
The ideal candidate for this position should possess the following qualifications:
1. A minimum of 10 years of experience in Trust and Estate Law.
2. At least 10 years of experience as a Paralegal.
3. Proven experience in preparing and filing estate tax returns and managing taxable estates.
4. Comprehensive knowledge of trust and estate law, probate procedures, and tax regulations.
5. Excellent research, analytical, and problem-solving skills.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $125,000 - $150,000 per year
A bit about us:
Job Details:
Are you a seasoned Trust and Estate Paralegal looking for an exciting opportunity to elevate your career? We are seeking a dynamic, detail-oriented professional with comprehensive knowledge and experience in Trust and Estate Law. The successful candidate will have a proven track record of preparing estate tax returns, managing taxable estates, and providing exceptional paralegal services. This is a full-time, permanent position that offers a challenging yet rewarding work environment, where you will have the chance to work on complex cases and make a significant impact.
Why join us?
Responsibilities:
As a Trust and Estate Paralegal, you will be expected to:
1. Prepare and file estate tax returns, ensuring compliance with all relevant laws and regulations.
2. Manage taxable estates, including the coordination of asset valuations, calculation of tax liabilities, and filing of necessary documents.
3. Assist attorneys in the preparation and execution of wills, trusts, and other estate planning documents.
4. Conduct legal research and prepare legal documents such as probate petitions and orders.
5. Liaise with clients, providing them with updates and addressing their queries in a professional and timely manner
Job Details
The ideal candidate for this position should possess the following qualifications:
1. A minimum of 10 years of experience in Trust and Estate Law.
2. At least 10 years of experience as a Paralegal.
3. Proven experience in preparing and filing estate tax returns and managing taxable estates.
4. Comprehensive knowledge of trust and estate law, probate procedures, and tax regulations.
5. Excellent research, analytical, and problem-solving skills.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
125,000 - 150,000 /year