Paralegal

One of our prestigious Law firms is looking for a Paralegal that has experience in the Trust & Estate practice.

Responsibilities:

• Identify, collect, analyze, abstract, organize, and maintain facts and documents in accordance with compliant legal practice and procedure.
• Identify, collect, analyze, abstract, organize, and maintain financial statements and spreadsheets relating to client investments.
• Develop and maintain relationships with clients and personnel, inside and outside the firm, to obtain and clarify information necessary to substantiate facts, identify documents, and support legal actions.
• Organize and maintain information, records, and documents supporting legal actions.
• Assist with analysis of legal proceedings to identify possible issues.
• Develop, implement, and maintain tracking and accounting systems for client investments, facilitating the preparation of U.S. trust tax returns.
• Prepare U.S. federal and state death tax returns.
• Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts.
• Prepare individual, fiduciary, partnership, and non-profit organization U.S. tax returns.
• Prepare Trust and Estate probate accountings.
• Prepare related filings and analysis for all accountings and returns.
• Execute Trust and Estate administration.
• Track deadlines to ensure returns and accountings are filed timely or extended when applicable.

Qualifications:

• Degree in business administration, finance, or accounting preferred.
• Ten (10) years or more of experience as a Fiduciary Accountant.
• Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX, and FastTax.
• Knowledge of Trust and Estate procedures and trial balance sheets.
• Excellent communication skills, both verbal and written.
• Detail-oriented, with strong time management and organizational skills.
• Able to prioritize and multitask effectively.

Compensation:

• $110,000.00 - $150,000.00, dependent upon experience.
• Competitive benefits package.
• Fiduciary Accountant is an exempt role, not eligible for overtime.
• Annual Paid Time Off (PTO) of twenty-five (25) days in year one and thirty (30) on first anniversary.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.