Trusts & Estates Paralegal — Tax & Estate Planning Pro

Plona Partners; New York (NY); Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

A legal services provider in New York, NY, is seeking an experienced Paralegal to handle a variety of tasks, including preparing tax returns and estate planning documents. The ideal candidate has at least 3 years of paralegal experience, preferably in tax and estate planning, and possesses strong client communication skills. This role requires thorough research and document preparation to assist clients efficiently in their legal affairs.

Qualifications

• Minimum of 3 years of work experience as a paralegal in a law firm or specialized practice firm.
• ABA-approved paralegal certificate preferred.
• Expertise in tax, estate planning, and estate administration preferred.

Responsabilités

• Prepare tax returns of all types, including individual, estate, and GST.
• Conduct factual research on assets, claims, and valuations.
• Prepare estate planning documents and assist with business transactions.

Description du poste

A legal services provider in New York, NY, is seeking an experienced Paralegal to handle a variety of tasks, including preparing tax returns and estate planning documents. The ideal candidate has at least 3 years of paralegal experience, preferably in tax and estate planning, and possesses strong client communication skills. This role requires thorough research and document preparation to assist clients efficiently in their legal affairs.