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Title : Trusts And Estates Administrative Paralegal

Location : Florida - West Palm Beach
Refer to Job # DBPS767093

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.
Trusts and Estates Administrative Paralegal Responsibilities: Identifying, gathering, and valuing assets; Preparing various probate and estate administration documents; Preparing accountings for both estates and trusts; Preparing federal estate tax returns; Preparing federal and state fiduciary income tax returns; 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; Managing a docket system and tracking deadlines; and 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. Qualifications: Undergraduate degree and paralegal certification (or equivalent); 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 document management software; Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems); Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and Good understanding of basic business relationships and client confidentiality principles.

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