Trust and Estate Paralegal Job Description
Are you a detail-oriented people person who thrives in a professional environment? Do you want to be part of a dynamic team where creativity and professional passion are encouraged? We have the perfect role for an engaging professional like you!
LHH is seeking a Trusts & Estates Paralegal for our client in their Kansas City office.
Trust and Estate Administration

• Guide executors/personal representatives in the administration of probate estates and manage details.
• Assist attorneys with establishing probate administrations in various jurisdictions.
• Track estate financials for probate filings and prepare accountings reporting the financial activity.
• Prepare probate court filings.
• Track deadlines (e.g., court filings, claim notices, tax deadlines).
• Assist trustees with the administration of trust assets (e.g., ownership transfers, asset liquidation and asset transfers).
• Assemble trust financial accountings from inception to distribution.
• Prepare, communicate, and track annual life insurance premium notices to trust beneficiaries.
• Track annual life insurance premium due dates.
• Correspond with the Internal Revenue Service regarding tax notices.
• Request taxpayer identification numbers.

Tax Return Preparation

• Work with clients to gather necessary supporting documents and information for tax filings.
• Assist attorneys with the preparation of federal and state individual and fiduciary income tax returns, federal estate and federal gift tax returns.
• Electronically file income tax returns.
• Assemble and organize necessary supporting documents for paper filings with the Internal Revenue Service.
• Track individual filing deadlines.
• Maintain internal electronic files of all submitted tax returns and supporting materials.

Computer Applications Used

• Microsoft Word, Excel, ProSeries Tax software

Requirements

• Paralegal Certificate
• 5 Years of Experience
• Billable requirement: 1600 hours per year
• Hybrid work schedule: 2 days remote/3 days in-office
• Start time: 8:30 am CST or 9 am CST

Behaviors

• Team Player: Works well as a member of a group
• Loyal: Shows firm and constant support to a cause
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
• Self-Starter: Inspired to perform without outside help
• Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals

Education

• Preferred: Bachelor's degree or higher

Experience

• Preferred: 5 years of related experience

Licenses & Certifications

• Preferred: Paralegal Certification

Pay Details: $110,000.00 to $120,000.00 per year
Search managed by: AnaAlyse Bird
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.