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Faegre Drinker · 2 weeks ago

Private Client Paralegal (Trust & Estate)

Princeton, NJ

Full-time

Hybrid

Senior Level

$43/hr - $50/hr

5+ years exp

Faegre Drinker is one of the 50 largest law firms in the U.S., seeking a Private Client Paralegal to join their Private Client team in Princeton. The role involves supporting experienced lawyers in estate administration, establishing client relationships, drafting documents, and preparing tax returns.

ConsultingLaw EnforcementLegal

Comp. & Benefits

H1B Sponsor Likely

Hiring Manager

Joellyn Frain, PHR

Responsibilities

Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationships

Assist attorneys, as needed, in connection with drafting documents

Collect, analyze, and organize decedent’s financial records, including tax returns, trust agreements, deeds, stock powers, and financial statements and assist with valuation of assets

Draft documents to assist the client to qualify as executor and trustee

Ensure proper publication and required notices as part of estate administration

Consider post-mortem estate planning and prepare disclaimer documents

Compile materials required in connection with an audit of estate and/or inheritance tax returns

Prepare state inheritance tax returns, federal estate tax returns and gift tax returns as well as fiduciary tax returns and personal income tax returns

Prepare inventories, asset allocation agreements and asset transfer documents as well as receipts and releases

Prepare and file Accountings and related settlement documents

Coordinate distributions and funding transfers of estates and trusts

Coordinate with other professionals and clients to obtain and analyze due diligence materials in preparation for filing

Special projects and duties, as assigned

Qualification

TrustsEstates experienceTax return preparationParalegal certificateMicrosoft Office SuiteCCH Axcess taxEffective communicationOrganizational skillsTeamworkProject management

Required

Bachelor's degree or equivalent experience required; paralegal certificate strongly preferred

5+ years of experience in trusts and estates in NJ required

Experience as a paralegal in a law firm strongly preferred

Previous experience with tax programs for preparing state, federal, and gift tax returns estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations

Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)

Experience entering and tracking billable time is a plus

Preferred

Experience with any of the following systems is a plus: CCH Axcess tax, CCH ProSystem, OneSource, NumberCruncher, Tiger Tables, Zcalc, EstatVal

Benefits

Flexible working environment for work-life success

Opportunity to participate in firm-sponsored volunteer events

Wellness programming with personalized content and activities

Professional environment and the opportunity to work with experts at the top of their fields

Variety of health plan options, as well as dental, vision and 401(k) plans

Generous paid time off

Discretionary bonus

Life, health, accident, and disability insurance

401(k) plan

Company

Faegre Drinker

Glassdoor4.1

Faegre Drinker is a firm with one shared focus: the client.

Founded in 2020

Albany, New York, USA

1001-5000 employees

https://www.faegredrinker.com/

H1B Sponsorship

Faegre Drinker has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)

2022 (2)

2021 (1)

2020 (3)