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LHH · 2 hours ago

Private Wealth Paralegal

Tampa, FL

Full-time

Onsite

Mid Level

$85K/yr - $95K/yr

3+ years exp

LHH is seeking an experienced Private Wealth Paralegal to join a respected law firm in Tampa, FL. The role involves supporting high-net-worth clients in estate planning and administration while managing fiduciary procedures, tax filings, and probate requirements.

Human Resources

Hiring Manager

Richard Harley

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

Qualification

EstateTrust administrationProbate lawTax form preparationParalegal certificationMicrosoft Office SuiteAnalytical skillsOrganizational skillsCommunication skills