Tax and Estate Planning Paralegal

Client is hiring a fulltime opportunity for a Tax & Estate Planning Paralegal. A preferred qualification for this role is a bachelors degree in accounting or finance. Candidates should possess strong organizational skills attention to detail and the ability to work independently. A minimum of 8 years of paralegal experience is required with a robust background in finance or accounting. Expected areas of experience include:

Tax Return Preparation

• Federal estate tax returns and state level estate tax returns
• Federal gift tax returns
• Fiduciary income tax returns
• Individual income tax returns

Probate Administration

• Probate pleadings to open and close decedents estates
• Probate pleadings to open and close guardianship estates

Administration and Settlement of Estates and Trusts

• Probate estates
• Trusts
• Guardianship estates

Accountings and Inventories

• Preparation of accountings and inventories for probate estates trusts and guardianship estates

Trust Funding

• Preparing stock certificates deeds and other property transfer documents to fund revocable and irrevocable trusts

Research

• Research tax forms publications and related matters as requested

Docketing

• Maintain a docket system for the department

Communication

• Strong written and oral communication skills. The candidate will be expected to communicate internally with the attorneys and other professionals within the office and outside the office with clients court personnel vendors and other third parties

Computer Skills & Other Professional Skills

• Word Excel PowerPoint Visio. Candidate should be a Notary Public and/or willing to become a Notary Public