LHH
LHH is seeking an experienced Private Wealth Paralegal to join a respected law firm in Tampa, FL. This position is ideal for a detail‑oriented professional with a strong background in estate and trust administration, probate, and complex tax matters (Forms 706 and 709).
About the Role The Private Wealth Paralegal will work closely with attorneys to support high‑net‑worth clients in all aspects of estate planning and administration. The ideal candidate will have a strong understanding of fiduciary procedures, tax filings, and probate requirements, along with the ability to manage multiple matters with precision and professionalism.
Responsibilities
Assist attorneys with estate and trust administration, including asset collection, valuations, and distributions
Prepare and file estate (Form 706) and gift (Form 709) tax returns
Draft and file probate documents and related court filings
Maintain detailed estate and trust records, including accountings and inventories
Communicate with clients, financial institutions, and fiduciaries to ensure smooth administration of estates and trusts
Prepare correspondence, deeds, and other legal documents as needed
Manage deadlines, track filings, and coordinate workflow with attorneys and staff
Qualifications
3+ years of experience
as a paralegal in private wealth, estate planning, or probate law
In-depth knowledge of
estate, trust, and probate administration
Experience preparing
706 and 709 tax forms
required
Paralegal certification or equivalent experience preferred
Strong organizational, analytical, and communication skills
Proficiency in Microsoft Office Suite and estate management software
Comprehensive health, dental, and vision insurance
Paid time off and holidays
401(k) with company match
Collaborative and professional work environment
If you’re an experienced Private Wealth Paralegal looking to join a well‑regarded Tampa law firm with a strong reputation in estate and trust work, apply today!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
#J-18808-Ljbffr
About the Role The Private Wealth Paralegal will work closely with attorneys to support high‑net‑worth clients in all aspects of estate planning and administration. The ideal candidate will have a strong understanding of fiduciary procedures, tax filings, and probate requirements, along with the ability to manage multiple matters with precision and professionalism.
Responsibilities
Assist attorneys with estate and trust administration, including asset collection, valuations, and distributions
Prepare and file estate (Form 706) and gift (Form 709) tax returns
Draft and file probate documents and related court filings
Maintain detailed estate and trust records, including accountings and inventories
Communicate with clients, financial institutions, and fiduciaries to ensure smooth administration of estates and trusts
Prepare correspondence, deeds, and other legal documents as needed
Manage deadlines, track filings, and coordinate workflow with attorneys and staff
Qualifications
3+ years of experience
as a paralegal in private wealth, estate planning, or probate law
In-depth knowledge of
estate, trust, and probate administration
Experience preparing
706 and 709 tax forms
required
Paralegal certification or equivalent experience preferred
Strong organizational, analytical, and communication skills
Proficiency in Microsoft Office Suite and estate management software
Comprehensive health, dental, and vision insurance
Paid time off and holidays
401(k) with company match
Collaborative and professional work environment
If you’re an experienced Private Wealth Paralegal looking to join a well‑regarded Tampa law firm with a strong reputation in estate and trust work, apply today!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
#J-18808-Ljbffr