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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