Experience the prestige and challenge of Fortune 500 companies including dot coms, while enjoying the sunny lifestyle of the Southwest at this very busy, larger firm. Well-reputed in intellectual property, civil and securities litigation and corporate transactional practices, it is always striving towards excellence and professionalism in its associates, and actively encourages new associates to delve into responsible roles as soon as possible. Ready to meet the challenge? The associates here are some of the happiest associates in Phoenix and truly seem to enjoy the work that they do. We do not need to tell you that as a very successful Arizona firm the people here do appear to work very hard and we hate to say it but we will: Many are working New York type hours. The firm also has been criticized in many respects for its lack of diversity; however, we do not believe that this is a serious problem because the firm's recent hires have all been very diverse in our opinion. The firm also receives very high scores for the treatment of associates by partners and there does appear to be a very good relationship here between associates and partners with associates feeling they are part of the mix to a great degree and respected by partners. Most associates at this firm would much rather stay with the firm than switch firms. In our book this is a good sign.
Paralegal Duties: Handling California trust and estate administrations from start to finish with attorney supervision, including, but not limited to: Assisting in the analysis, calculation, or preparation of asset and gift summaries using Excel, zCalc, and/or NumberCruncher software. Preparing documents related to the transfer of assets, including deeds, notices of withdrawal rights, and assignments. Preparing documents to comply with reporting requirements for change in ownership of California real property. Attending meetings or participating in conference calls with clients. Communicating with CPAs, advisors, and appraisers. Handling California probates and trust administration from start to finish with attorney supervision. Preparing other California probate court petitions such as Heggstad petitions, 850 petitions, and petitions to modify irrevocable trusts. Preparing gift and estate tax returns. Possible additional functions of the job. Forming closely held entities, drafting entity agreements, and assisting with state filings and other ongoing maintenance of entities.
Qualifications: Bachelor's degree and 3 years of recent experience in probate and trust administration in a medium or large law firm or equivalent. Previous, recent experience preparing gift and estate tax returns. Recent experience with tax preparation software is preferred. Advanced proficiency in Microsoft Word, Excel, and PowerPoint. Demonstrated knowledge and experience with probate and trust administration matters. Ability to express oneself effectively, both verbally and in writing. Ability to handle multiple tasks and concurrent deadlines and communicate the status of projects. Ability to analyze data and organize it for presentation to clients.
