Paralegal - Private Client

We are seeking a Paralegal with 5+ years' trusts and estates administration and related Federal transfer tax experience to support our Private Client team in the Naples office. All Taft employees operate under a ?Client First? philosophy?in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities:

• Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations.
• Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
• Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error-free and client- or filing-ready.
• Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines.
• Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
• Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules.
• Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case.
• Utilizes specialized estate and trust administration and tax preparation/reporting software.
• Enters, reviews, and corrects time charges timely.

Requirements

• Formal paralegal training from an accredited college or ABA-approved program, preferably a four-year degree program, or equivalent experience.
• 5+ years' paralegal experience in Florida estate and trust settlement and administration.
• Knowledge of relevant Florida law, including estate and trust administration rules and procedures and experience with probate matters software and Florida e-portal/e-filing systems.
• Preferably has a Working knowledge and experience preparing federal estate, gift, and fiduciary income tax returns.
• Strong working knowledge in the application of Microsoft Office programs.
• Displays strong attention to detail as well as critical thinking.
• Ability to proactively manage multiple projects and administration matters simultaneously.
• Strong analytical and organizational skills.
• Sound judgment, including the ability to identify and escalate issues.
• Excellent oral and written communication skills.
• Ability to prioritize, multi-task and meet deadlines.
• Ability to adapt to workplace stressors and competing priorities.
• Must maintain confidentiality of client information.

Interested candidates should apply here.

^{Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.}

Practice Areas & Specialty

Trusts & Estates