Paralegal-Estate & Tax

The Estate and Tax Paralegal performs a variety of duties to assist attorneys according to established policies and procedures.

JOB RESPONSIBILITIES:

• Prepare and file probate-related documentation and reports with the Clerk of Superior Court (e.g., Application for Probate, Inventory for Decedent’s Estate, Annual/Final Account).


• Gather information regarding estate assets and debts by consulting with client, banks, brokerage firms, accountants, and other attorneys.


• Compile data from checking accounts, financial statements, and brokerage statements in comprehensive fiduciary accountings.


• Maintain positive communications with clients.


• Prepare and file federal estate tax returns (Form 706).


• Prepare and file state and federal fiduciary income tax returns for trusts and estates.


• Prepare and file federal gift tax returns (Form 709).


• Prepare estate planning documents using document assembly software.


• Arrange for the execution of documents and the signing of tax returns.


• Work with docketing coordinator to ensure due dates of tax returns and accountings are determined and docketed and manage projects to meet such deadlines.


• Operate software programs to value securities and complete tax returns and reports, including EstateVal, VISIO and ZANE.


• Observe confidentiality of client matters.


• Organize and maintain paper and electronic files regarding estate plans, estate administration and related matters.


• Take a proactive approach to solve problems and provide solutions to shareholders and clients.


• Perform all other incidental duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• A minimum of two years of paralegal experience working in a legal department or law firm/professional services environment, with a strong preference given to candidates with estate and tax experience.


• Bachelor’s degree, or ABA approved paralegal certification required.


• Overall knowledge of rules and procedures; understanding of tax preparation software; familiarity with court structure.


• Advanced proficiency in Microsoft Word, Excel, Outlook and Adobe and specialized document management and preparation software.


• A highly professional demeanor and demonstrated work ethic including the willingness to take on extra tasks and responsibilities.


• Ability to work outside of normal hours when client needs require.


• Ability to take ownership of assigned clients and matters.


• Ability to work independently and as part of a team.


• Ability to meet the client-service standards of Distinctively Robinson Bradshaw with both internal and external clients.


• Strong verbal and written communication skills with an ability to convey messaging clearly for the intended audience.


• The ability to prioritize multiple competing priorities and travel outside the office for client needs may be required occasionally.