Trusts & Estates Administrative Paralegal (PERM)

Connexion Systems + Engineering; Boca Raton, Miami, West Palm Beach (FL, FL, FL); Ibrido; USD 90.000 - 125.000; Tempo pieno

Descrizione del lavoro

Connexion Systems & Engineering Inc. seeks a Trusts & Estates Administrative Paralegal (PERM) for our West Palm Beach, FL hybrid office.

The role involves managing high-volume estate and trust administration, fiduciary accounting, and interfacing with attorneys to execute plans with precision and confidentiality. The ideal candidate has an undergraduate degree and paralegal certification, strong math, organizational, and tech skills, and comfort with overtime when deadlines require.

Competenze

• Undergraduate degree and paralegal certification (or equivalent).
• Familiarity with probate and regulatory procedures.
• Experience with Microsoft Office and PDF/document management tools.
• Experience with tax preparation and accounting software.

Mansioni

• Identifying, gathering, and valuing assets.
• Preparing probate and accounting documents.
• Preparing accountings for estates and trusts.
• Preparing death tax returns, including federal and state returns.
• Reviewing and interpreting wills and trust agreements with attorneys.
• Performing basic legal research using various resources.

Conoscenze

Math skills

Organizational skills

Technological skills

Communication skills

Team collaboration

Formazione

Undergraduate degree

Paralegal certification

Strumenti

Microsoft Office

PDF software

Document management

FastTax

ProSystems

Descrizione del lavoro

Trusts & Estates Administrative Paralegal (PERM)

Location: West Palm Beach, FL (Hybrid)

The firm operates on a hybrid schedule with the majority of their positions (3 days in, 2 days remote) Salary: $90 - 125K Bonuses are discretionary on a year-to-year basis, but employees usually do receive them. Start date determines eligibility.

Position Summary:

The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration and fiduciary accounting in a manner that ensures that we successfully meet our objective of distinguishing ourselves through exceptional service. The paralegal must be able to work independently, handling the administration of an estate from beginning to end collaborating with attorneys as needed. Because much of the work is in the areas of accounting and estate taxes, the paralegal must have good mathematical skills, good organizational skills, and strong technological skills. Our lawyers and staff work collaboratively in a team environment across all offices sharing significant client contact; accordingly, the paralegal must willing to mentor and be mentored. In addition, the paralegal must be able to interact with, and show compassion to, individuals who may have suffered the loss of a loved one or are under a great deal of stress. In general, the position requires excellent organizational, client service, communication and technological skills; effective judgment managing information; the ability to manage and meet deadlines in a fast-paced work environment; flexibility to work overtime, as deadlines require; the ability to multitask while adapting to changes in priorities; and the ability to adapt to changes in technology and process.

Responsibilities:

• Identifying, gathering, and valuing assets;
• preparing various probate and accounting documents;
• Preparing accountings for both estates and trusts;
• Preparing death tax returns, including the federal estate tax return and state estate tax returns;
• Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
• Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

• Undergraduate degree and paralegal certification (or equivalent)
• Familiarity with procedures of courts and regulatory agencies
• Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
• Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
• Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
• Good understanding of basic business relationships and client confidentiality principles