Senior Private Clients / Trusts & Estates Paralegal in Pittsburgh, PA| LawFirmStaff

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Title : Senior Private Clients / Trusts & Estates Paralegal

Location : Pennsylvania - Pittsburgh
Refer to Job # PCTE857849

Business is very brisk at this large, international full-service law firm that is one of the oldest and most prestigious firms in the Pacific Northwest. Their practice includes corporate, litigation, real estate, intellectual property, legislative, and other types of law. It's clients include some of the largest corporations from around the region and the globe. The firm has a strong commitment to diversity, and its attorneys enjoy a flexible, exciting environment where they can choose the specific types of work that they enjoy. All attorneys are given meaningful, interesting assignments and client contact, as well as the training and mentoring they need to enhance their skills. Relationships between associates and partners are generally good, and the firm encourages pro bono work. Billable hours requirements are reasonable, and market compensation is paid.
Senior Private Clients / Trusts & Estates Paralegal Duties: Under the supervision of a lawyer, values assets, prepares accountings related to trust and estate administration and various tax returns including federal estate tax, fiduciary income taxes, and PA taxes. Prepares drafts of various estate plan documents, codicils, agreements, forms, and status reports. Prepares and delivers communications to clients, estate administrators, beneficiaries, and interested parties. Researches simple to complex legal and factual issues and summarizes for internal and external review and use. Assists with the creation, organization, and maintenance of forms, client materials, and attorney work products in software and databases including Microsoft Word, Microsoft Excel, Lackner 6 - 1, ProSystems, Zcalc, SuperForms, TaxInterest, Tiger Tables, etc. Assists with ongoing administrative client matters including preparation of routine EINs tracks various calendaring events, tracks billable and non-billable time and inputs into the timekeeping system, and adheres to the firm's administrative standards. Qualifications: College degree preferred with 5 years of paralegal experience in the relevant subject area. Excellent verbal and written communication skills. High attention to detail and the ability to follow up on assignments with little or no guidance from leadership. Critical thinking skills sufficient to make independent decisions regarding daily work tasks. Demonstrates proficiency in Microsoft Office applications and specific practice group technology. Working knowledge of basic accounting principles and Excel. Demonstrates the ability to meet obligations with confidentiality, integrity, and sensitivity.
 
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