Paralegal, Robert Half

Paralegal

Robert Half

Location:

United States, Saint Louis

Category:

Legal

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are seeking a Paralegal to join our team. This role will primarily focus on Trusts & Estates, requiring the individual to support our attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing necessary documents, and managing client cases.

Job Responsibility:

Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency
Oversee the financial records of trusts, conduct trust accounting, and audit accounts
Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits
Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date
Administer revocable and irrevocable trust funding and administration, both pre and post death
Oversee probate administration, including the drafting of probate pleadings
Maintain close personal contact with clients and financial advisors, ensuring excellent customer service
Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance
Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same
Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times
Deliver superior service to all internal and external customers, communicating effectively and in a detail-oriented manner
Collaborate within a team, adapting to changing business demands, and producing quality final work products

Requirements:

Minimum 5 years of experience in a Paralegal role
Proficient in Case Management Software
Experienced in handling Billing Functions
Skilled in Calendar Management
Excellent Communication skills
Knowledge of Gift Tax and Estate Tax
Ability to prepare Estate Tax Return
Experience in managing Revocable Trusts
Expertise in Tax - Trust & Estate
Familiarity with Form 1099 and K-1
Experience in Probate and Estate Administration
Skilled in Legal Billing and Legal Research
Proficiency in using CCH ProSystem fx for Tax Compliance
Proficiency in using CCH ProSystem fx for Tax Planning
Previous experience working with ParaLegals

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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