Related Category Jobs:

Featured Jobs

Job Details

Below is detailed information about the job you selected.

Title : Paralegal - Private Client & Tax

Location : California - San Diego
Refer to Job # UYMU793322

Paralegal - Private Client & Tax The candidate will work within Trust/Estate Administration Department, with responsibilities related to the management of complex probate, conservatorship and trust administrations, requiring a particular focus on tax returns, trust administrations and accounting preparation. The role requires frequent contact with others inside and outside the firm including immediate partners, associates, supervisor, members of other departments or other offices, clients, accountants, appraisers, and other professionals. Responsible for all aspects of estate and trust administration in highly sophisticated environment. Inventory and valuation of assets, retitling and distribution of assets. Preparation of Federal estate tax returns. Analysis of estate, gift, income and property tax issues. Responsible for trust funding and continuing administration of trusts. Preparation of documentation to transfer title to assets and provide for distributions to trust beneficiaries, including deeds, assignments, receipts and releases. Preparation of probate and court documents. Preparation and review of court filed fiduciary accountings. Perform other job related duties as assigned and assist attorneys when needed. A Bachelor's Degree required with a preference for the degree to be in paralegal, accounting, tax or a related field. Should have 5+ years as trust and estate administration paralegal or experience in a closely related field. Knowledge of tax and probate accounting software a plus. Must have strong accounting and math knowledge and technical skill. Strong working knowledge of Excel, Microsoft Word, Outlook are required. Experience with document management systems is a must though experience with FileSite and Elite is preferred. Must have familiarity with legal terminology pertinent to the area of assignment.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.