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Paralegal - Private Client (Naples)

Paralegal - Private Client (Naples)

Taft Stettinius & Hollister LLPNaples, FL, United States
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Taft is seeking a Paralegal to support our Private Client practice group in Taft's Naples office.

We are seeking a Paralegal with 5+years' trusts and estates administration and related Federal transfer tax experience to support our Private Client team in the Naples office. All Taft employees operate under a "Client First" philosophy-in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities :

  • Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations.
  • Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
  • Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error-free and client- or filing-ready.
  • Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines.
  • Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
  • Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules.
  • Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case.
  • Utilizes specialized estate and trust administration and tax preparation / reporting software.
  • Enters, reviews, and corrects time charges timely.

Requirements

  • Formal paralegal training from an accredited college or ABA-approved program, preferably a four-year degree program, or equivalent experience.
  • 5+ years' paralegal experience in Florida estate and trust settlement and administration.
  • Knowledge of relevant Florida law, including estate and trust administration rules and procedures and experience with probate matters software and Florida e-portal / e-filing systems.
  • Preferably has a Working knowledge and experience preparing federal estate, gift, and fiduciary income tax returns.
  • Strong working knowledge in the application of Microsoft Office programs.
  • Displays strong attention to detail as well as critical thinking.
  • Ability to proactively manage multiple projects and administration matters simultaneously.
  • Strong analytical and organizational skills.
  • Sound judgment, including the ability to identify and escalate issues.
  • Excellent oral and written communication skills.
  • Ability to prioritize, multi-task and meet deadlines.
  • Ability to adapt to workplace stressors and competing priorities.
  • Must maintain confidentiality of client information.
  • Interested candidates should apply here .

    Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY .

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    Private Client • Naples, FL, United States

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