Job Description
Job Description
RemX is assisting our client, an esteemed full service lititgation and business law firm with a search for a skilled Senior Tax Paralegal - Trust & Estates providing top-notch legal services.
One can sit in their Phoenix, AZ or St Louis, MO office.
ESSENTIAL JOB FUNCTIONS :
- Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
- Maintain financial records of trusts; perform trust accounting; audit accounts.
- Maintain G / L accounts, reconcile broker statements, prepare payables and bank deposits.
- Obtain and reconcile 1099 and K-1statements.
- Irrevocable trust funding and administration (post death).
- Probate administration, including drafting of probate pleadings.
- Maintain close personal contact with clients and financial advisors.
- Provide family office services for high net worth clients.
- Meet annual billable hour requirement of 1600 hours.
- Learn / develop technical proficiency in database use and management; internet / electronic research; and project folder / electronic file maintenance.
- Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.
- Comply with firm policies.
- Sustain attention to detail and quality of work.
CORE REQUIREMENTS :
- Ability to deliver superior service to all internal and external customers and to communicate effectively.
- Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
- Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
- Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
- Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.
POSITION-SPECIFIC REQUIREMENTS :
- 10 or more years of Trusts & Estates experience preferred.
- Two-year degree required. Bachelor’s degree or Paralegal Certificate from ABA approved program preferred; significant, substantive related experience may be considered in lieu of formal education.
- Excellent communication, analytical, and organizational skills.
- Proven success working in a fast-paced, continually changing environment.
- Ability to prioritize; excellent time management.
- Proficiency with Microsoft Office applications.
- Familiarity with tax and trust accounting software.
- Experience with document database programs and / or software.
- Significant client case management experience.
- Exceptional attention to detail.
- Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.
- Highly organized, able to prioritize workflow and manage projects.
- Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.
BENEFITS :
- 401(k) / IRA / Other Retirement Plan
- 401(k) / IRA / Other Ret. Plan w / Employer Contribution
- Bar Association Fees
- Business Casual Dress Code
- CLE, Dental Insurance
- Domestic Partner Benefits
- Employee Assistance Program
- Family / Dependent Care Leave
- Flexible Spending Account / pre-tax Option
- Life / AD&D
- Long-term Care Insurance
- Long-term Disability Insurance
- Medical Insurance, Parental Leave
- Parking / Transportation
- Relocation Expenses
- Short-term Disability Insurance
- Sick Leave
- Technology (Laptop, PDA, etc.)
- Vacation Leave
- Vision Insurance
If you would like to hear more about this position, we would welcome the chance to connect with you. Please apply now!
Company Description
RemX is the professional staffing division of Employbridge, America’s Leading Workforce Specialist.
When our Talent is looking for their next opportunity, we know they are not just looking for their next paycheck. Our Recruiters are experts in their specialized fields and understand that making the right match between the candidate and the company, is the key to long term success.
We offer a variety of staffing solutions, including :
Temporary, temp-to-hire, direct hire
Independent contract placements
Executive search
Managed staffing and outsourced workforce solutions
Company Description
RemX is the professional staffing division of Employbridge, America’s Leading Workforce Specialist. r n r nWhen our Talent is looking for their next opportunity, we know they are not just looking for their next paycheck.
Our Recruiters are experts in their specialized fields and understand that making the right match between the candidate and the company, is the key to long term success.
r n r nWe offer a variety of staffing solutions, including : r n r nTemporary, temp-to-hire, direct hire r nIndependent contract placements r nExecutive search r nManaged staffing and outsourced workforce solutions