Accountant

This is a remote position.

This position is a virtual, contract 1099 position. The ideal candidate will have experience in the area of Estate Planning and Probate. Real Estate Experience is also a big plus. Candidates must have experience with Florida State Law and Procedure. Florida resident preferred but not required if proof of Florida-based experience can be shown.

Candidates should be proficient in the drafting of Estate Planning and Probate documentation, collection and organization of documents, forms and information from various cases at the firm, meeting with and assisting clients via phone or zoom, obtaining necessary records & reports, drafting pleadings and discovery, calendaring deadlines on a firm calendar, etc. Candidates should feel comfortable relaying messages between various groups and keeping all documents important to the cases organized in an online

database. The perfect candidates are proactive, detailed-oriented, team players with the ability to work well independently and maintain a high level of attention to all details and timeliness of deadlines.

Must send a cover letter, resume and references to be considered.

Hours and Compensation

Hours: Up to 20 hours per week with a potential for more hours in the future.

Compensation: Compensation is $30 per hour. Payroll is bi-monthly; 1099 contract position.

Responsibilities

- Draft Estate Planning / Probate forms and/or pleadings, motions and notices

- Preparing drafts of trusts, wills or related forms, preparing probate forms, preparing estate tax returns, obtaining documents and records from clients and state and local agencies, be familiar with all aspects of Estate Planning and Probate Law in the State of Florida

- Review and edit legal documents pertaining to Estate Planning and Probate Law in the State of Florida

- Real Estate experience and document preparation a big plus

- E-Filing, propounding and answering discovery when necessary

- Calendaring deadlines, scheduling of hearings, depositions, mediations, etc.

- Meeting with clients via phone or zoom when necessary

- Create and maintain electronic case files

- Facilitate the meeting of attorney deadlines by keeping organized schedules and providing timely reminders

- Conduct legal research

Software

Firm Uses: WealthCounsel, Estate Works, MyCase

Candidates: must have WORD, EXCEL and ADOBE PRO

Qualifications

- Experience as a legal assistant or paralegal in the above listed areas for 5+ years

- Status must be a full-time freelancer; must not have prior commitments as a W2 employee

- Daytime availability, Monday - Friday

- Bachelor's degree or Paralegal certificate

- 8 GB or more RAM, with strong preference for 16 GB; SSD preferred, especially if RAM is on the lower end preferred

- Windows 10 Pro or 11 Pro preferred

Requirements

- Experience as a legal assistant or paralegal in the above listed areas for 5+ years

- Status must be a full-time freelancer; must not have prior commitments as a W2 employee

- Daytime availability, Monday - Friday

- Bachelor's degree or Paralegal certificate

- 8 GB or more RAM, with strong preference for 16 GB; SSD preferred, especially if RAM is on the lower end preferred

- Windows 10 Pro or 11 Pro preferred

- Ability to draft Estate Planning / Probate forms and/or pleadings, motions and notices

- Ability to prepare drafts of trusts, wills or related forms, preparing probate forms, preparing estate tax returns, obtaining documents and records from clients and state and local agencies, be familiar with all aspects of Estate Planning and Probate Law in the State of Florida

- Ability to review and edit legal documents pertaining to Estate Planning and Probate Law in the State of Florida

- Ability to calendar deadlines, schedule hearings, depositions, etc.

- Ability to meet with clients via phone or zoom when necessary

- Ability to e-file, propound and answer discovery

- Ability to create and maintain electronic case files

- Ability to facilitate the meeting of attorney deadlines by keeping organized schedules and providing timely reminders

- Ability to conduct legal research

Benefits

- $30 Per Hour

- Freelance, Contract Status

- Make your own hours as long as you have daytime availability Monday - Friday

- Work from home

- Work with a great company

- Join a modern, paralegal agency that promotes freelance, work from home opportunities