Trusts & Estates Paralegal

JRG Partners

Trusts & Estates Paralegal

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    Our client is a National Law Firm and are seeking a Trusts & Estates Paralegal.


    Responsible for a full range of estate administration matters by providing assistance to the Firm’s attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing probate and filing estate-related tax returns, and client case management.

     

    ESSENTIAL JOB FUNCTIONS:

     

    • Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
    • Maintain financial records of trusts; perform trust accounting; audit accounts.
    • Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
    • Obtain and reconcile 1099 and K-1statements.
    • Irrevocable trust funding and administration (post death).
    • Probate administration, including drafting of probate pleadings.
    • Maintain close personal contact with clients and financial advisors.
    • Provide family office services for high net worth clients.
    • Meet annual billable hour requirement of 1600 hours.
    • Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
    • Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.
    • Comply with firm policies.
    • Sustain attention to detail and quality of work.

      CORE REQUIREMENTS:

    • Ability to deliver superior service to all internal and external customers and to communicate effectively.
    • Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
  • Compensation
    $80,000 per year