Paralegal

PARALEGAL WITH TRUST & ESTATES EXPERIENCE

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
OverviewThe WPB Office of a prestigious firm is looking to hire an experienced paralegal with trusts and estates experience. This is an opportunity to join a top law firm and work closely with a collegial group of attorneys and staff. The firm represents high net worth individuals and requires knowledge and experience in trusts and estates
A successful legal assistant will perform administrative and client-specific work to support the Firm's objective of distinguishing itself through exceptional service.
Responsibilities:Identifying, gathering, and valuing assets; preparing various probate and accounting documents;Preparing accountings for both estates and trusts;Preparing death tax returns, including the federal estate tax return and state estate tax returns;Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.Education and Experience:Undergraduate degree and paralegal certification (or equivalent)Familiarity with procedures of courts and regulatory agenciesExperience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management softwareExperience working with tax preparation and accounting software (e.g., FastTax, ProSystems)Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skillsGood understanding of basic business relationships and client confidentiality principles
Qualifications/Requirements:4+ years of Trusts and Estates legal administrative experience.Experience handling a wide range of administrative tasks.Ability to effectively manage conflicting priorities.Excellent verbal, written, organizational, analytical, and interpersonal skills.Ability to produce accurate draft documents from a variety of sources.Experience with court and regulatory agency procedures for Florida courts.Ability to work independently with minimal supervision while contributing to a team.Demonstrate a high degree of professionalism, confidentiality, discretion, and decorum.Must possess the ability to learn and use advanced software applications. xzbcwsv *2 days remote allowed
The firm offers an outstanding salary and benefit package. If interested, please forward your resume in Word with your salary requirements to Jaci Tarlowe, REF#17031