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PARALEGAL - TRUSTS AND ESTATES (LOS ANGELES)

1055 W 7th St

(google map)

compensation: DOE
employment type: full-time

A leading Los Angeles based tax accounting firm seeks a TAX PARALEGAL.

The candidate we seek:

Prepares individual and fiduciary income tax returns, gift tax returns and estate tax returns;

Prepares probate and administration proceedings, accounting proceedings (judicial and non- judicial) and other court filings;

Assists in the transfer of assets from decedent's or individuals' name to Estate or Trust (including the preparation of deeds and related tax filing);

Assists in preparing, retaining, and organizing legal documents, agreements, pleadings and accounting related to trust and estate administration;

Performs legal support work following detailed instructions pertaining to administration of tax returns and the administration of trusts and estates.

Provides factual research, document analysis and organization, and draft pleadings.

Indexes trust and estate administration documentation and enters data into client files.

Meets with clients as needed.

Tracks billable time.

Presents information effectively to lawyers and clients.

Resolves routine legal questions under the direction of a lawyer.

The above items represent major responsibilities of this position. Additional responsibilities may be included in order to respond to a changing environment and the Firm's needs.

In-depth understanding of estate tax/fiduciary tax/gift tax and estate administration.

Familiarity with trust and estate accounting.

Familiarity with probate and administration proceedings and procedures.

Ability to deal professionally and communicate clearly and concisely with both internal and external clients on all levels.

Proficiency with Word and Excel as well as accounting and tax return preparation programs.

Proven analytical and mathematical skills.

Ability to maintain confidentiality as well as build confidentiality and trust with lawyers, peers and clients.

Ability to independently organize large amounts of data, both hard copy and electronic, into an easily retrievable system.

Ability to be flexible, handle pressure and adapt to changing work priorities, work flow and work assignments.

Ability to work independently with minimal supervision to meet deadlines and productivity standards. Ability to travel up to three times per month to various client locations.

Should have Paralegal certificate, a 4 year degree and/or 2 years of Paralegal experience. 5+ years of estate planning/tax experience in a law firm, trust department, or accounting firm required.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7019433472

posted:

updated:

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