Paralegal
Posted Updated
Position summary
Under general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. This role requires familiarity with the firm's internal guidelines and a commitment to following them. Must maintain positive working relationships with attorneys (both in-house and external counsel), support staff, clients, and vendors. Observes confidentiality in all client and firm matters. This position is dynamic, and the duties and responsibilities may evolve based on the needs of the firm.Job duties and responsibilitiesAdminister trust accounts for the wealth preservation practice groupManage bookkeeping, distributions, and record-keeping for trust and estate accountsPrepare and review annual trust account statementsExperience in preparing Estate and Gift Tax returnsOversee tax filings and court...
Under general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. This role requires familiarity with the firm's internal guidelines and a commitment to following them. Must maintain positive working relationships with attorneys (both in-house and external counsel), support staff, clients, and vendors. Observes confidentiality in all client and firm matters. This position is dynamic, and the duties and responsibilities may evolve based on the needs of the firm.Job duties and responsibilitiesAdminister trust accounts for the wealth preservation practice groupManage bookkeeping, distributions, and record-keeping for trust and estate accountsPrepare and review annual trust account statementsExperience in preparing Estate and Gift Tax returnsOversee tax filings and court...