Tax, Trusts & Estates Paralegal - Onsite then WFH

AMS Staffing, Inc.; Laredo (TX); Presencial; USD 120.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus

Awesome benefits

Descripción de la vacante

AMS Staffing, Inc. is seeking a Tax, Trusts & Estates Paralegal to support attorneys in estate planning, trust and estate administration, and related tax matters in Century City, CA.

The role requires strong independence in fast-paced environments and clear communication with attorneys and clients. The ideal candidate will have 5+ years of paralegal experience in tax/trusts/estates, a four-year degree (or equivalent), and an ABA-approved paralegal certificate.

Formación

• Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm.
• Four-year college degree or equivalent.
• ABA approved paralegal certificate.

Responsabilidades

• Assist with all aspects of post-death trust administration, including the preparation of notices, assessor forms, subtrust documents, asset allocation and transfer documents, and other related filings.
• Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
• Prepare deeds and other documents related to the transfer of real estate and other assets.
• Review trust and probate accountings.
• Review and prepare federal estate and gift tax returns (Forms 706 and 709).
• Prepare and handle Heggstad Petitions and other Trust Petitions for filing with Probate Court from start to finish.
• Prepare and handle Probates from start to finish.
• Prepare and file California Form BOE-100-B for legal entities.
• Draft estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and ancillary documents.
• Apply your organizational skills and attention to detail to retrieve, review, and maintain client and matter files.
• Conduct legal and factual research related to assigned matters.

Conocimientos

5+ years experience

Educación

Four-year college degree or equivalent

ABA approved paralegal certificate

Descripción del empleo

AMS Staffing, Inc. is seeking a Tax, Trusts & Estates Paralegal to support attorneys in estate planning, trust and estate administration, and related tax matters in Century City, CA.

The role requires strong independence in fast-paced environments and clear communication with attorneys and clients. The ideal candidate will have 5+ years of paralegal experience in tax/trusts/estates, a four-year degree (or equivalent), and an ABA-approved paralegal certificate.