Legal Staff Paralegal in San Jose, CA

In-House

San Jose, CA

Legal Staff Paralegal in San Jose, CA

Legal Staff

Min 4 yrs required

No

Tax Senior - FSO - Fiduciary Trust & Estate Tax Administration Services
The candidate will be responsible for the preparation of complex trust & estate fiduciary accountings, managing client relationships, maximizing operating efficiency, and maintaining profitability. Ensure compliance with all in-house processes and procedures and when requested, assist with special projects. Research of state specific principal and income acts when needed. Other responsibilities include managing client relationships and retaining client goodwill, and participating in business development initiatives, when requested and build relationships with potential new clients. Build and maintain strong relationships with internal groups to assist with cross-selling FTEAS and other lines of business of the company. Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely high-quality services and work products. Contribute to a flexible, stable and team-oriented working culture. Complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements. Meet all required deliverable deadlines. Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.