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Title : Trust And Estate Planning Paralegal
Location : Illinois - ChicagoRefer to Job # VQUY816746
Trust and Estate Planning Paralegal Duties: Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns. Prepares estate and trust accountings; analyzes and organizes records and documents. Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts. Performs tax and legal research using library and online resources. Reviews and drafts estate planning and other legal documents. Assists with business transactions. Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books. Handles governmental, agency and court filings. Meets and directly communicates with clients. Maintains docket of all estate, trust and court dates. Directly deals with numerous clients. Acts as a backup for the entire practice group. Maintains 1,500 billable hours annually. Qualifications: Strong research and writing skills. Willingness and flexibility to work overtime. Ability to work under pressure on time-sensitive projects. Ability to multi-task. Ability to work independently. High level of attention to detail. A bachelor's degree preferred. ABA-approved paralegal certificate preferred. Expertise in tax, estate planning and estate administration preferred. Accounting experience preferred. Position also requires the ability to work under pressure to meet strict deadlines. Tax preparation programs. Accounting programs. Estate planning programs. Excel. Microsoft Office Suite.
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