Paralegal, Trust & Estates (AmLaw100)

Plona Partners; Naples (FL); Hybrid; USD 60,000 - 85,000; Full time

Job summary

A law firm is seeking an experienced Paralegal in Naples, Florida. The role involves preparing tax returns, conducting legal research, drafting documents, and maintaining client communications. Candidates should have at least 5 years of paralegal experience and a strong background in tax and estate planning. This position offers a hybrid work model with competitive compensation ranging from $60,000 to $85,000 annually.

Qualifications

• Minimum 5 years of work experience as a paralegal.
• Expertise in tax and estate planning preferred.
• Accounting experience preferred.

Responsibilities

• Prepare tax returns of all types.
• Conduct factual research regarding assets and liabilities.
• Assist with business transactions.

Skills

Tax preparation

Estate planning

Legal research

Document drafting

Client communication

Education

ABA-approved paralegal certificate

Job description

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This range is provided by Plona Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $85,000.00/yr

Ranking: AmLaw100

Location: New York, NY

Compensation: $60,000 - $85,000

Onsite Logistics: Hybrid 3 Days a week

As a Paralegal, your duties and responsibilities may include the following:

• Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
• Prepares estate and trust accountings; analyzes and organizes records and documents
• Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
• Performs tax and legal research using library and online resources
• Reviews and drafts estate planning and other legal documents
• Assists with business transactions
• Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
• Handles governmental, agency and court filings
• Meets and directly communicates with clients
• Maintains docket of all estate, trust and court dates

Qualifications & Required Experience:

• Minimum of 5 years of work experience as a paralegal in a law firm or a specialized litigation practice firm required.
• ABA-approved paralegal certificate preferred
• Expertise in tax, estate planning and estate administration preferred
• Accounting experience preferred