Junior Paralegal - Trusts and Estates

Description

• Draft, edit, and review probate and administration related documents
• Interact with a wide variety of clients in person, on the phone, via email and video conferencing
• Assist clients with retitling assets
• Complete a minimum 500 billable hours annually
• Prepare, edit, and review estate tax returns
• Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts
• Assemble and organize financial records for estate tax returns and audits

Requirements

• Exhibit well-developed interpersonal skills, particularly patience and empathy
• Proficiency with MS Office, including Word, Outlook and Excel, and are able to efficiently use technology resources
• Be comfortable working a hybrid schedule (1 day remote)
• 1+ years of some exposure to estate administration (required)
• A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment
• Exceptional oral and written communication, and organizational skills
• Strong proofreading and analytical skills

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance