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Tax and Wealth Planning Paralegal Responsibilities: Calendar management, including tax-related deadlines and client calls/meetings. Estate administration, including preparing and filing probate documents, advising, and respond to clients. Trust administration, including preparing withdrawal right notices and appointments of successor trustees. Prepare trust and estate accountings. Draft simple wills and correspondence. Apply for tax identification numbers. Prepare and file deeds and related documents, and review deed records. Form entities with the Secretary of State office. Prepare corporate minutes and maintain minute books. Calculate taxes, tax exemptions, and executor fees. Basic research of local and state rules, federal statutes, and IRS authority, provide written or verbal summary to the supervising attorney.
Qualifications: BA or BS degree preferred. Associate's degree or paralegal certificate with 8 years of comparable work experience. Excellent written and verbal communication skills. Strong problem-solving skills. Strong organizational skills. Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs. Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously. Ability to take initiative to improve processes while keeping team members informed. Ability to maintain highest level of confidentiality. Ability to work with numbers (., basic math, spreadsheets, bank statements). Ability to provide outstanding customer service to internal and external clients/contacts.
