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Title : Tax Paralegal
Location : Tennessee - NashvilleRefer to Job # VXMR730653
Tax Paralegal The candidate will report directly to the Estate Planning Group. Supporting attorneys in delivering a comprehensive estate plan for clients, including, but not limited to, maintaining accurate and detailed records of client data. Drafting estate planning documents for client, with attorney supervision (including Revocable Trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney, etc.) Other documents include preparing and recording deeds and other forms. Proofreading and finalizing documents for client signature. Case management and deadline tracking. Creating client copies of relevant documents, including estate planning binders. Organizing large quantities of client paper and electronic documents and files. Communicating directly with clients, beneficiaries, appraisers, and asset managers by phone, e-mail, and formal written. Must be knowledgeable of the current tax programs GEMS or other tax related programs strongly preferred. Working knowledge of the probate process with the probate court required. Strong mathematical skills are must. Microsoft Office Suite, primarily Word, Excel and Outlook, as well as Adobe Acrobat. Drafting experience, including clear and concise general correspondence and legal documents. Exemplary organizational skills, keen attention to detail, strong client service skills, excellent verbal and written communication skills and the ability to work well under pressure.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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