Trust, Estates and Tax Paralegal

Our client is an international law firm with over 120+ years of success. With locations across the globe, our client assists individuals and organizations in realizing their ambitions, protects and defends their interests, and uses private capital to help transform their client's worlds.

Medical + Wellness Plan
Dental
Vision
401K Match + Contribution
STD/LTD
Life Insurance
PTO
Bonuses
And More!!

Job Responsibilities:

• Draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents, and other ancillary documentation involving complex US and foreign trusts and other entities
• Provide basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure issues, administration of trusts and estates, and other related matters
• Communicate clearly and professionally with clients and their advisors, accountants, assistants, banking personnel, and other attorneys to provide general assistance, answer questions, provide documentation, and render service in a timely fashion
• Assist with preparing a variety of documents, forms, charts, letters, etc.
• Prepare binders, makes copies, enter data, assemble transaction records and maintain files.
• Perform database research and data entry.
• process original documents, prepare binders, notarize, complete proof of process, and finalize documents for signature
• Maintain client confidence by keeping client/attorney information confidential.

Job Qualifications:

• 5+ years of paralegal experience as a tax or trust & estates paralegal
• Bachelor's Degree required, with a preference for the degree to be in accounting, tax, or a related field
• Paralegal certificate required
• Must possess the ability to multi-task and work under strict deadlines with strong attention to detail
• Strong Technology Skills as well as experience with Microsoft Office. Experience with FileSite/iManage, Elite, and Compulaw preferred, but not required
• Strong written and verbal communication skills
• This role is hybrid and must be in the office 3 days a week.