Paralegal

Summary:      

A trust, estates and tax paralegal provides support to attorneys and CPAs by working with clients who need legal services regarding wills, estate planning, and taxes.  As a paralegal on this team, your job duties include drafting legal documents such as wills and trusts, providing client consultants, processing tax returns, and managing administrative tasks.

Essential Job Functions:     

• Ability to respond quickly to changing demands and be self-motivated with the ability to work independently as well as part of a team.
• Good organizational and calendaring skills.
• Great client skills.
• Outstanding oral and written communication skills.
• Excellent document management skills.
• Great work ethic.
• Attentive to detail and able to multi-task.
• A professional attitude and approach to people are essential.
• Strong interpersonal, organizational, and project management skills
• Able to handle confidential and sensitive information with discretion
• Detail oriented and ability to multi-task and work within deadlines
• Proficient in Microsoft Office products (Word, Excel, Outlook, etc.)
• Using software to assist with the preparation of estate planning documents.
• Participation in meetings with clients, attorneys and advisors during the estate planning process.
• Communicate with clients, family members, trustees, other attorneys and professionals.

Necessary Knowledge, Skills and Abilities:

• Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization.
• Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities.
• Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign.
• Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision.
• Retain a high level of flexibility and resourceful problem solving.
• Exceptional verbal and written communication skills.
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.

Educational and Experience Requirements:

• Bachelor’s degree or equivalent education and work experience;
• At least two plus years of experience in a professional services firm with a concentration in estate planning, probate services or other relevant work

Work Environment and Physical Demands:

• Ability to work extended hours when necessary.
• Normal office environment; no unusual physical demands.
• In office position