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Title : Tax Paralegal
Location : Tennessee - NashvilleRefer to Job # CAJZ727346
Tax Paralegal The candidate will support attorneys in delivering a comprehensive estate plan for clients, including maintaining accurate and detailed records of client data. Will draft estate planning documents for client, with attorney supervision (including revocable trusts, wills, advance health care directives, durable powers of attorney, etc.). Prepare and record deeds and other forms. Proofread and finalize documents for client signature. Responsible for case management and deadline tracking. Create client copies of relevant documents, including estate planning binders. Organize large quantities of client paper and electronic documents and files. Communicate directly with clients, beneficiaries, appraisers, and asset managers by phone, email, and formal written. Must have drafting experience, including clear and concise general correspondence and legal documents. Should be knowledgeable of the current tax programs - GEMS or other tax related programs strongly preferred. Must have a working knowledge of the probate process with the probate court. Should have MS Office Suite skills, primarily Word, Excel and Outlook, as well as Adobe Acrobat.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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