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A national law firm is seeking a Paralegal with 5+ years’ trusts and estates administration and related Federal transfer tax experience to support their Private Client team in the Naples office.
Duties & Responsibilities:
- Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations.
- Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
- Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error-free and client- or filing-ready.
- Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines.
- Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
- Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules.
- Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case.
- Utilizes specialized estate and trust administration and tax preparation/reporting software.
- Enters, reviews, and corrects time charges timely.
Requirements
- Formal paralegal training from an accredited college or ABA-approved program, preferably a four-year degree program, or equivalent experience.
- 5+ years’ paralegal experience in Florida estate and trust settlement and administration.
- Knowledge of relevant Florida law, including estate and trust administration rules and procedures and experience with probate matters software and Florida e-portal/e-filing systems.
- Preferably has a Working knowledge and experience preparing federal estate, gift, and fiduciary income tax returns.
- Strong working knowledge in the application of Microsoft Office programs.
- Displays strong attention to detail as well as critical thinking.
- Ability to proactively manage multiple projects and administration matters simultaneously.
- Strong analytical and organizational skills.
- Sound judgment, including the ability to identify and escalate issues.
- Excellent oral and written communication skills.
- Ability to prioritize, multi-task and meet deadlines.
- Ability to adapt to workplace stressors and competing priorities.
- Must maintain confidentiality of client information.
