Estate Planning, Tax, Probate and Trust Administration Senior Paralegal in San Diego, CA| LawFirmStaff

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Title : Estate Planning, Tax, Probate and Trust Administration Senior Paralegal

Location : California - San Diego
Refer to Job # JDPC703562


Estate Planning, Tax, Probate and Trust Administration Senior Paralegal The candidate must have 5+ years of estate planning, tax, probate and trust administration paralegal experience. Paralegal certificate is required. College degree is a plus. Experience supporting a tax practice group is preferred. Willing to handle occasional secretarial or administrative tasks in addition to paralegal work when necessary. Experience with calendaring, legal research, and preparation of documents in various probate, estate, trust and tax matters is required. Experience preparing IRS Forms SS-4, 706, 709 and 8971, deeds and PCORs is needed. Experience with electronic filing in Probate Court is must. Intermediate knowledge of Microsoft Word (including cross-referencing), Excel and Outlook. Working knowledge of Bloomberg/BNA and Westlaw is essential. Familiarity with Timeslips is preferred.
 
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