Aspen Careers, LLC is partnering with a Columbus, Ohio firm to fill the following Trusts and Estates Paralegal position.
Position Title: Trusts and Estates Paralegal, Columbus, Ohio
Company
- Founded in the 1800's, the firm has grown to eight offices and nearly 200 attorneys.
- Nationally recognized for excellent client service as a "standout” in investing in client relationships.
- The employer has earned Mansfield Rule Certification Plus status for the second straight year
Benefits and Features
- Friendly and uplifting work environment
- Opportunities for promotion, training, and open dialogue with firm leadership
- Interesting job responsibilities
- Health, dental, and vision insurance
- Short and long-term disability
- Generous PTO program
The Role You Will Play
- Review and interpret estate planning documents.
- Draft estate planning documents like simple wills, powers of attorney, health care declarations, and fiduciary succession documents.
- Assist with asset transfers and beneficiary designations, including preparing deeds and trust account forms.
- Prepare probate forms for estate administration and accountings for estates and trusts.
- Prepare and file state and federal income, estate, and gift tax returns, and perform additional tasks to support client service.
Background Profile:
- Bachelor’s degree or at least five years of experience as a trust and estates paralegal, with a minimum of three years in a related role.
- Familiarity with federal tax Forms 1040, 1041, 706, and 709.
- Proficiency in Microsoft Office, particularly Excel, with strong attention to detail and excellent math skills.
- Effective communication and interpersonal skills, with a professional appearance and demeanor.
Employer offers exceptional compensation...
Ready to apply? Have questions or want to hear more? We are happy to help! Please call the office - 614-992-1010.