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Trust And Estates Paralegal
Trusts and Estates Paralegal The candidate will be responsible for gathering, identifying and valuation of assets. Will be Drafting correspondence, bills and various probate documents. Preparation of death tax returns, including the federal estate tax return and the Connecticut succession and estate tax returns, as well as returns for other states; preparation of probate accountings for both the estate and trusts; preparation of federal and state individual and fiduciary income tax returns; preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns. Prepare and implement an income tax plan for the estate during Administration. Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, Bank and brokerage house representatives, and individuals in the Office.
The candidate should have a Bachelor's degree. Must have 5+ years of experience including Law firm experience. Paralegal Certificate is preferred. Should have ability to review and interpret wills and trust agreements and implement the plan during the estate and trust Administration process. Although attorneys generally research issues of law, the must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moody's Dividend Record. Because much of the work is in the areas of accounting and taxes must have good mathematical skills, possess good computer skills. Generally, the position covers all areas of trust and estate Administration as well as fiduciary accounting.
This large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and civic matters. Associates receive in-house training in a variety of areas and early client contact and hands-on experience. There is a “business casual” dress code, but associates are expected to keep professional clothing at the office in case of short notice meetings. All associates are expected to spend at least 50 hours annually on pro bono, and this is part of their billable hour expectation of 1800.
Please send your resume to Law Firm Staff at jobs@lawfirmstaff.com
For further information, please visit us online at http://www.lawfirmstaff.com
Submit your resume here at http://www.lawfirmstaff.com/submit-resume.php
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Additional Job Information
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| Job Details Views : |
36 |
| Relocation : |
No |
| Date Posted: |
01/31/2012 |
| Contract Terms: |
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| Related Job Search: |
Trust, Estates, Paralegal,
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