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Paralegal

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Saint Louis

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are seeking a Paralegal to join our team. This role will primarily focus on Trusts & Estates, requiring the individual to support our attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing necessary documents, and managing client cases.

Job Responsibility:

  • Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency
  • Oversee the financial records of trusts, conduct trust accounting, and audit accounts
  • Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits
  • Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date
  • Administer revocable and irrevocable trust funding and administration, both pre and post death
  • Oversee probate administration, including the drafting of probate pleadings
  • Maintain close personal contact with clients and financial advisors, ensuring excellent customer service
  • Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance
  • Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same
  • Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times
  • Deliver superior service to all internal and external customers, communicating effectively and in a detail-oriented manner
  • Collaborate within a team, adapting to changing business demands, and producing quality final work products

Requirements:

  • Minimum 5 years of experience in a Paralegal role
  • Proficient in Case Management Software
  • Experienced in handling Billing Functions
  • Skilled in Calendar Management
  • Excellent Communication skills
  • Knowledge of Gift Tax and Estate Tax
  • Ability to prepare Estate Tax Return
  • Experience in managing Revocable Trusts
  • Expertise in Tax - Trust & Estate
  • Familiarity with Form 1099 and K-1
  • Experience in Probate and Estate Administration
  • Skilled in Legal Billing and Legal Research
  • Proficiency in using CCH ProSystem fx for Tax Compliance
  • Proficiency in using CCH ProSystem fx for Tax Planning
  • Previous experience working with ParaLegals
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
March 23, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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