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Title : Paralegal, Estate And Trust Administration

Location : Connecticut - Greenwich
Refer to Job # QBYM724277

This large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and civic matters. Associates receive in-house training in a variety of areas and early client contact and hands-on experience. There is a “business casual” dress code, but associates are expected to keep professional clothing at the office in case of short notice meetings. All associates are expected to spend at least 50 hours annually on pro bono, and this is part of their billable hour expectation of 1800.
Paralegal, Estate and Trust Administration The candidate will be identifying, gathering, and valuing assets; and preparing various probate and accounting documents. Will be preparing accountings for both estates and trusts, when required. Preparing death tax returns, including the federal estate tax return and state estate tax returns. Preparing federal and state individual and fiduciary income tax returns. Preparing other returns as may be appropriate (including for example federal gift tax returns, and returns of private foundations). Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts. Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources. Undergraduate degree and paralegal certification is needed. Familiarity with procedures of courts and regulatory agencies. Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software is essential. Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems) is needed. Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills are needed. Good understanding of basic business relationships and client confidentiality principle is needed.

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