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Location : Oregon - Portland
Refer to Job # EJAP822986
This large firm has offices throughout the Pacific Northwest and in other parts of the country. They have a diverse practice that includes corporate, litigation, intellectual property, municipal, real estate, and other types of law. Their impressive list of clients includes many Fortune 500 companies. The firm takes pride in providing quality legal services to its clients and in effectively using technology to improve its practice. A strong commitment to pro bono work is present at this firm, and its attorneys are encouraged to participate. Many opportunities for training and mentoring are available. Associates are given responsibility and client contact early in their careers.
Paralegal The candidate will have substantial client contact as well as interaction with other professionals and court staff on a regular basis. Collect, evaluate, maintain and monitor estate and trust assets, income, and expenses. Facilitate asset transfers and distributions. Prepare annual and final accountings along with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns. Draft estate planning documents. Bachelor's degree and/or Paralegal certificate is preferred. Any satisfactory combination of experience and education will be considered. Must have 7+ years of experience in estate and trust administration legal, estate Planning, and Probate Paralegal experience in Oregon. Must have experience in drafting estate planning documents. Experience in Washington and California estate and trust administration is a plus. Must have knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents. Must have excellent communication and writing skills, excellent organizational abilities, attention to detail, and the ability to work independently and take ownership over assignments and work products in a fast-paced work environment. The ability to manage a matter from start to finish, independently, and as part of the team is required. Must be able to work effectively under deadlines. Preferred Computer Skills are Microsoft office suite, including Word, Excel, Outlook, Filesite, Intapp, and Estate Works. Tax preparation software preferred. Knowledge of GEMS is a plus.
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