Paralegal - Trusts & Estates

Aspen Careers, LLC

Paralegal - Trusts & Estates

Columbus, OH
Full Time
Paid
  • Responsibilities

    Aspen Careers, LLC is currently working with a top law firm as they seek to hire an experienced Paralegal to work in their Trusts and Estates Practice group.

    Benefits -

    • Hybrid
    • Parking provided by employer
    • Medical, dental and vision insurance
    • Flexible work hours
    • 401K
    • Above average compensation

    Responsibilities will include

    • Managing financial, accounting, and tax aspects of estate and trust administration.
    • Preparing probate forms, title transfer documents, and estate and gift tax returns.
    • Conducting financial analysis, review investment statements, and assist with individual financial and tax planning.

    The ideal candidate will have -

    • Strong oral and written communication skills.
    • Proficiency in math, number sense, and financial awareness.
    • Experience with Microsoft Office and estate/trust accounting and tax preparation software.
    • Ability to maintain client confidentiality and work collaboratively.
    • Effective client interaction and multitasking abilities.
    • Familiarity with probate processes and the ability to work with clients' other service providers (accountants, brokers, bankers, etc.).

    Interested?  Have questions?  Want to hear more? If so, reach out to Teresa Shuler at tshuler@aspen-careers.com or call our office at 614-992-1010.   All inquiries are held in strict confidence. 

    Visit our website at www.aspen-careers for a complete list of current opportunities.