Need Help? Call 800-503-1198.
enriching the individual
Professional Liability Attorney The candidate should preferably have 3-4 years of defense litigation experience in the area of professional liability law.....
Trust and Estates Attorney The candidate must have 2+ years of experience. Should preferably have experience in the field of estate and trust administration and probate law, includ....
Below is detailed information about the job you selected.
Location : Florida - Tampa
Refer to Job # HAZP710854
Trusts and Estates Paralegal The candidate will provide assistance to attorneys and clients in all aspects of estate and trust administration. Responsibilities include: maintaining beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets; researching fiduciary income tax, estate tax and probate issues; preparing documents to probate and administer estates; preparing estate and fiduciary income tax returns; administering trusts and non-liquid trust assets; and attending client meetings and maintaining frequent client contact for administration matters. Should have a college degree in Accounting, Finance or Business Administration and 3+ years of Florida estate and trust administration experience (equivalent work experience as an Estates and Trust Paralegal will be considered in lieu of Bachelor degree). Income, estate and gift tax return preparation experience preferred. Working knowledge of income, estate and gift taxes, ability to work independently and in a team setting, ability to meet all required deadlines with minimum supervision and excellent oral and written communication, organizational and problem-solving skills are essential. Proficiency in estate and tax software and MS Office software including Word, Excel, and Outlook is needed.
Email: firstname.lastname@example.org NO CALLS PLEASE
[Email to a Colleague]