Private Wealth Paralegal - Estate & Tax Planning

Gunster, Yoakley & Stewart, P.A.; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Gunster, Yoakley & Stewart, P.A. seeks a full-time Private Wealth Services Paralegal for our Tampa office or one of our South Florida offices.

The ideal candidate will have thorough knowledge of estate and trust administration, and a strong understanding of estate planning, tax, and accounting concepts. The role requires an undergraduate degree and/or CP or FRP designation and a minimum of three years of paralegal experience, with excellent written and verbal communication skills and proficiency

Qualifications

• Undergraduate degree and/or CP or FRP designation.
• Minimum of three years of paralegal experience.
• Thorough knowledge of estate and trust administration.
• Strong written and verbal communication skills.

Skills

Estate & Trust Admin

Tax software familiarity

Education

Undergraduate degree

CP designation

FRP designation

Tools

Estate administration software

Job description

Gunster, Yoakley & Stewart, P.A. seeks a full-time Private Wealth Services Paralegal for our Tampa office or one of our South Florida offices.

The ideal candidate will have thorough knowledge of estate and trust administration, and a strong understanding of estate planning, tax, and accounting concepts. The role requires an undergraduate degree and/or CP or FRP designation and a minimum of three years of paralegal experience, with excellent written and verbal communication skills and proficiency