UB Greensfelder
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Paralegal - Trusts & Estates
role at
UB Greensfelder .
Base pay range $80,000.00/yr - $100,000.00/yr
Responsibilities
Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
Assisting with trust process, including funding, administration, and notices.
Assisting with the preparation of basic estate planning documents and related trust funding.
Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
Communicating with clients and advisors.
Qualified Applicants
3+ years of probate, trust and tax experience.
General understanding of estate planning principles and trust funding procedures.
Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
Strong organizational skills, attention to detail and good judgment.
Ability to manage high volume priorities while working with others to meet deadlines.
Excellent written, verbal and interpersonal communication skills, especially when working with clients.
Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe.
UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs.
UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.
UB Greensfelder is an Equal Opportunity Employer.
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Paralegal - Trusts & Estates
role at
UB Greensfelder .
Base pay range $80,000.00/yr - $100,000.00/yr
Responsibilities
Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
Assisting with trust process, including funding, administration, and notices.
Assisting with the preparation of basic estate planning documents and related trust funding.
Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
Communicating with clients and advisors.
Qualified Applicants
3+ years of probate, trust and tax experience.
General understanding of estate planning principles and trust funding procedures.
Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
Strong organizational skills, attention to detail and good judgment.
Ability to manage high volume priorities while working with others to meet deadlines.
Excellent written, verbal and interpersonal communication skills, especially when working with clients.
Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe.
UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs.
UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.
UB Greensfelder is an Equal Opportunity Employer.
#J-18808-Ljbffr