Trust and Estate Paralegal

Trust and Estate Paralegal Job Description

Are you a detail-oriented people person who thrives in a professional environment? Do you want to be part of a dynamic team where creativity and professional passion are encouraged?

We have the perfect role for an engaging professional like you!

LHH is seeking a Trusts & Estates Paralegal for our client in their Kansas City office.

Trust and Estate Administration

• Guide executors / personal representatives in the administration of probate estates and manage details.
• Assist attorneys with establishing probate administrations in various jurisdictions.
• Track estate financials for probate filings and prepare accountings reporting the financial activity.
• Prepare probate court filings.
• Track deadlines (, court filings, claim notices, tax deadlines).
• Assist trustees with the administration of trust assets (, ownership transfers, asset liquidation and asset transfers).
• Assemble trust financial accountings from inception to distribution.
• Prepare, communicate, and track annual life insurance premium notices to trust beneficiaries.
• Track annual life insurance premium due dates.
• Correspond with the Internal Revenue Service regarding tax notices.
• Request taxpayer identification numbers.

Tax Return Preparation

• Work with clients to gather necessary supporting documents and information for tax filings.
• Assist attorneys with the preparation of federal and state individual and fiduciary income tax returns, federal estate and federal gift tax returns.
• Electronically file income tax returns.
• Assemble and organize necessary supporting documents for paper filings with the Internal Revenue Service.
• Track individual filing deadlines.
• Maintain internal electronic files of all submitted tax returns and supporting materials.

Computer Applications Used

Microsoft Word, Excel, ProSeries Tax software

Requirements

• Paralegal Certificate
• 5 Years of Experience
• Billable requirement : 1600 hours per year
• Hybrid work schedule : 2 days remote / 3 days in-office
• Start time : 8 : 30 am CST or 9 am CST

Behaviors

• Team Player : Works well as a member of a group
• Loyal : Shows firm and constant support to a cause
• Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well
• Dedicated : Devoted to a task or purpose with loyalty or integrity

Motivations

• Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization
• Self-Starter : Inspired to perform without outside help
• Flexibility : Inspired to perform well when granted the ability to set your own schedule and goals

Education

Preferred : Bachelor's degree or higher

Experience

Preferred : 5 years of related experience

Licenses & Certifications

Preferred : Paralegal Certification

Pay Details : $110, to $120, per year

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