Estate Planning Paralegal
Permanent Placements is seeking an experienced Estate Planning Paralegal for our client in the Wheaton area. We are currently searching for highly motivated, team-orientated candidate interested in joining a great firm. Experience with estate and trust administration, including probate filings, will be required for this role. A tax or accounting background is not required, but could be a great asset. The successful candidate will be organized, detail-oriented, possess excellent writing and numeric skills, maintain strict confidentiality, and display a passion for delivering outstanding results and service on a consistent basis.
ESSENTIAL DUTIES & PERFORMANCE RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each of the following essential promptly and accurately. Other duties may be assigned.
Specific tasks include:
Reviewing client estate planning documents for post-death administration of estates and trusts
Preparing trust and will summaries, inventories, accountings and spreadsheets
Preparing probate forms for decedents’ estate administration
Filing documents in probate court, scheduling court dates, and docketing probate deadlines
Preparing client memos and correspondence
Funding marital and family trusts
ACQUIRED SKILLS & KNOWLEDGE
Bachelor’s degree in Accounting
5+ years of recent public accounting tax experience encompassing progressive scope and responsibilities
Tax Background or on track to obtain CPA
Experience preparing IRS forms 706, 709, 1040, 1120, 1120S, 1065 and 1041
Experience preparing and e-filing court forms in Cook, DuPage, Will, and Kane Counties
Skillful attention to detail with strong communication, organizational, analytical, project management, client service and PC skills
Proficiency with Microsoft applications including Outlook, Word, and Excel
Strong verbal and written communication skills