Estates Paralegal

Frost Brown Todd; Cincinnati (OH); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k/Profit Sharing

Job summary

An established industry player is seeking a dedicated Estates Paralegal to support their Tax, Benefits, and Estates Practice Group in Cincinnati. This role involves assisting attorneys with legal documents, conducting research, and facilitating client communications for asset transfers. The ideal candidate will have a strong background in paralegal studies and relevant experience, showcasing excellent communication and problem-solving skills. Join a dynamic team that values detail-oriented professionals who can manage multifaceted projects independently while contributing to meaningful client outcomes.

Qualifications

• 3+ years of experience in legal/tax services roles.
• Experience with the Internal Revenue Code preferred.

Responsibilities

• Assist attorneys with estate planning and administration tasks.
• Prepare IRS and State Tax Return documents.

Skills

Paralegal Studies

Communication Skills

Problem-Solving Skills

Detail-Oriented

Excel

Word

Education

Associate or Bachelor's Degree in Paralegal Studies

ABA-Approved Paralegal Certificate

Tools

Microsoft Excel

Microsoft Word

Job description

Join to apply for the Estates Paralegal role at Frost Brown Todd.

Get AI-powered advice on this job and more exclusive features.

Frost Brown Todd LLP, a national law firm with 1000+ legal and business professionals across eighteen offices, is currently searching for a full-time Paralegal to join our Tax, Benefits and Estates Practice Group in Cincinnati. This role will assist attorneys in preparing legal documents, conducting research, and facilitating communication for asset transfers.

Key Responsibilities:

1. Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, and tax documents.
2. Coordinate and communicate with financial planners, CPAs, and other outside FBT individuals for asset transfer during and after clients' lives.
3. Conduct research related to real estate titling at courthouses or online.
4. Prepare documents for real estate transfers as needed.
5. Prepare corporate documents and minute books.
6. Review and index document production.
7. Organize and compile client documentation.
8. Prepare IRS and State Tax Return documents, including Federal Estate and Gift Tax Returns and related state returns.
9. Assist with drafting correspondence, court filings, transfer, and ancillary documents.
10. Maintain electronic client files.
11. Schedule conferences, client meetings, and court appearances.

Job Requirements:

1. Associate or bachelor's degree in paralegal studies, or a bachelor's in an unrelated field with an ABA-approved paralegal certificate or relevant experience.
2. At least 3 years of experience as a paralegal or in legal/tax services roles.
3. Experience with the Internal Revenue Code preferred.
4. Strong communication skills.
5. Proficiency in Excel, Word, and other software.
6. Detail-oriented, efficient, and capable of managing multifaceted projects independently.
7. Problem-solving skills and the ability to prioritize and ask questions.

Frost Brown Todd offers a competitive salary and comprehensive benefits, including medical, dental, vision, life, disability, and 401k/profit sharing.

All hires must verify identity and work eligibility in the U.S. and complete employment verification forms.

Frost Brown Todd is committed to equal employment opportunity regardless of race, color, religion, national origin, military or veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, disability, or other protected status.