Trusts & Estates Paralegal

LHH; Cleveland (OH); On-site; USD 75,000 - 85,000; Full time

Job summary

LHH is seeking a detail-oriented professional to support preparation of Federal Estate Tax Returns (Form 706) and Federal Gift Tax Returns (Form 709), and to assist with administration of decedent’s trusts and estates. You will collaborate with attorneys and accountants to gather information, draft documents, and ensure timely compliance.

The role requires 2+ years in trust and estate administration, a solid understanding of related tax law, and strong proofreading and organizational skills.

Qualifications

• Bachelor's degree or paralegal certificate required.
• 2+ years of experience in trust and estate administration, including Federal Estate Tax Returns (Form 706) and Federal Gift Tax Returns (Form 709).
• Working knowledge of Federal Estate Tax law and procedure.
• Strong attention to detail, organization, and time management.
• Excellent proofreading skills.
• Exceptional interpersonal skills with attorneys, clients, staff, and outside professionals.
• Proficiency with Adobe Acrobat DC and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Assist with preparation of Federal Estate Tax Returns (Form 706) and Federal Gift Tax Returns (Form 709).
• Coordinate with accountants and attorneys to provide information for preparation of estate and gift tax returns.
• Prepare Forms SS-4 and obtain taxpayer identification numbers for estates and trusts.
• Assist with tax authority audit responses.
• Prepare trust reports and trust accountings, notices of trust and Crummey notices.
• Assist with gathering asset information including obtaining valuations of assets and retitling and processing assets.
• Assist attorneys with the administration of decedent’s trusts and estates: calendar deadlines and notices of hearings.
• Prepare deeds and supporting documents to transfer title to real property to trusts or LLCs.
• Coordinate distributions to beneficiaries including calculation of distribution of assets, preparation of receipts, waivers and consents.
• Prepare and file probate court documents: inventories, accountings, motions, proofs of service, guardian ad litem petitions, etc.
• Assist with drafting pleadings for various probate court actions.
• Maintain trust accounts including but not limited to payment of expenses and check registers for fiduciaries.

Skills

Attention to detail

Organization

Time management

Proofreading

Interpersonal skills

Communication

Education

Bachelor's degree or paralegal certificate

Tools

Adobe Acrobat DC

Microsoft Office

Job description

Responsibilities:

Assist with preparation of Federal Estate Tax Returns (Form 706) and Federal Gift Tax Returns (Form 709).

Coordinate with accountants and attorneys to provide information for preparation of estate and gift tax returns.

Preparation of Forms SS-4 and obtaining taxpayer identification numbers for estates and trusts.

Assist with tax authority audit responses.

Prepare trust reports and trust accountings, notices of trust and Crummey notices.

Assist with gathering asset information including obtaining valuations of assets and retitling and processing assets.

Assist attorneys with the administration of decedent???s trusts and estates: calendar deadlines and notice of hearings.

Prepare deeds and supporting documents to transfer title to real property to trusts or LLCs.

Coordinate distributions to beneficiaries including calculation of distribution of assets, preparation of receipts, waivers and consents.

Prepare and file probate court documents: initial documents, inventories, accountings, motions, proofs of service, guardian ad litem petitions, etc.

Assist with drafting pleadings for various probate court actions.

Maintain trust accounts including but not limited to payment of expenses and check registers for fiduciaries.

Qualifications:

Bachelor's degree or paralegal certificate required.

2 years or more experience in trust and estate administration, to include experience preparing and filing of Federal Estate Tax Returns (Form 706) and Federal Gift Tax Returns (Form 709).

Working knowledge and understanding of Federal Estate Tax law and procedure.

Strong attention to detail, organization, and time management skills.

Excellent proofreading skills.

Exceptional interpersonal skills with the ability to work effectively with attorneys, clients, staff, and outside professionals.

Proficiency with Adobe Acrobat DC and Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

Pay Details:

$75,000.00 to $85,000.00 per year

Search managed by: Cheryl Jacobs

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.