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Title : Tax And Wealth Planning Paralegal
Location : Pennsylvania - Blue BellRefer to Job # JIJZ819068
Tax and Wealth Planning Paralegal The candidate will be reviewing case records including trusts, wills, correspondence, tax returns, financial documents and medical record. Will be effectively manage various projects simultaneously, pursue matters to completion with minimal supervision or direction, and take initiative to improve processes. Calendaring/docketing management for all active matters, including all tax-related deadlines, court hearings, examiner notes, tentative rulings and client calls/meetings. Providing summary presentations to the supervising attorney and produce written memoranda. Researching local and state rules, statutes and orders. Preparing petitions and supporting evidence to present and file (including interaction with the firm's vendors). BA or BS degree preferred. Associate's degree or paralegal certificate with 3+ years of comparable work experience required. Ability to multitask using analytical and problem-solving skills within a fast-paced environment with competing demands is required. Must have excellent verbal and written communication skills. Should have excellent customer service and interpersonal skills.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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