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Location : Florida - Tampa
Refer to Job # OCRU710237
Estates & Trusts 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. Will 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
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