Trust and Estate Paralegal

Job Description:

Prestigious, high profile Law Firm has opportunity for experience Paralegal to join this firm in their beautiful downtown office. To be considered for this highly diversified, independent and challenging role, candidates must have at least five years legal experience with three years in the Trusts and Estates area and a Bachelor's degree. This individual must have good mathematical skills, possess strong computer skills, and be conscientious and team oriented. Progressive work environment and excellent compensation package are offered.



Job Responsibilities

Gathering, identifying and valuation of assets;
Drafting correspondence, bills and various probate documents;
Preparation of death tax returns, including the federal estate tax return and the Connecticut succession and estate tax returns, as well as returns for other states;
Preparation of probate accountings for both the estate and trusts;
Preparation of federal and state individual and fiduciary income tax returns;
Preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns;
Ability to review and interpret wills and trust agreements and implement the plan during the estate and trust administration process;
Prepare and implement an income tax plan for the estate during administration;
Although attorneys generally research issues of law, the paralegal must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moody’s Dividend Record, etc.
Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, bank and brokerage house representatives, and individuals in the office.
Required Qualifications

Bachelor’s degree
5 or more years of experience
Law firm experience