What are the responsibilities and job description for the Probate Paralegal position at The Phoenix Group?
Our client, a prestigious law firm based in Stamford, CT, is seeking an experienced Probate Paralegal to join their Trusts & Estates team. The ideal candidate will possess a strong background in fiduciary accounting and estate administration, with the ability to manage complex financial documentation and legal processes related to trusts and estates.
Key Responsibilities:
- Identify, collect, analyze, abstract, organize, and maintain legal documents and financial records in compliance with legal practice and procedure.
- Manage and analyze financial statements and spreadsheets related to client investments.
- Develop and maintain relationships with clients, attorneys, and firm personnel to facilitate estate administration and legal proceedings.
- Assist in the preparation and filing of U.S. federal and state death tax returns, fiduciary income tax returns, and other estate-related filings.
- Prepare probate accountings, trust accountings, and related documentation.
- Develop, implement, and maintain tracking and accounting systems for client investments, ensuring timely preparation of U.S. trust tax returns.
- Execute trust and estate administration, including probate filings, asset transfers, and compliance with applicable laws and regulations.
- Track deadlines to ensure all required returns, accountings, and legal filings are submitted in a timely manner.
- Assist attorneys with legal research and analysis to identify potential issues in probate and fiduciary matters.
Qualifications & Requirements:
- Bachelor’s degree in business administration, finance, accounting, or a related field preferred.
- About 10 years of experience as a fiduciary accountant or probate paralegal.
- Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX, and FastTax.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Benefits & Perks:
- Competitive salary based on experience.
- Annual PTO: 25 days in the first year, increasing to 30 days after the first anniversary.
- Professional development opportunities within a leading law firm.
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.
