As a Paralegal, your duties and responsibilities may include the following:
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
Qualifications & Required Experience:
Minimum of 3 years of work experience as a paralegal in a law firm or a specialized practice firm required.
ABA-approved paralegal certificate preferred
Expertise in tax, estate planning and estate administration preferred
