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Katten Muchin Rosenman LLP · 6 days ago

Private Wealth Paralegal

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $130K/yr

5+ years exp

Katten Muchin Rosenman LLP is a full-service law firm with a strong focus on providing high-value legal services. They are seeking a Private Wealth Paralegal to provide support in managing and coordinating all aspects of trusts and estates in probate, ensuring professionalism and confidentiality in client matters.

ConsultingLegal

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Oversee all aspects of trusts and estates in probate

Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate

Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts

Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files

Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding

Prepare for federal audit or state gift/estate tax audits

Research and investigate any requests, problems or issues, and resolve with appropriate parties

Prepare initial drafts of client correspondence and memos

Responsible for client contact and communication to clients

Perform file organization and maintenance

Maintain up-to-date time reports to ensure accurate client billing

On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm’s policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process

Qualification

Trust administrationLegal researchEstate tax returnsParalegal certificateWestlawAnalytical skillsProblem resolutionMathematical calculationsOrganizational skillsCommunication skills

Required

Bachelor's degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience

Legal research knowledge and ability to use law library are required

Paralegal certificate from an ABA accredited paralegal program a plus

Computer proficient with experience and working knowledge of Westlaw and other trust-related databases, Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred

Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West's Federal Estate Tax program and fiduciary income tax forms and extensions

Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable

Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties

Excellent organizational skills including record keeping, data collection, and system information

Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally

Excellent interpersonal, verbal, and written communication skills

Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts

Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment

Ability to act independently and make decisions within scope of the position's responsibilities

Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions

Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines

Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow

Proactive with excellent troubleshooting, problem resolution, and follow-through skills

Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance

Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents

Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc

Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds

Work occasionally requires more than 37.5 hours to perform the essential duties of the position

Ability and availability to travel to other firm locations when required

Preferred

Computer proficient with experience and working knowledge of Westlaw and other trust-related databases, Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred

Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable

Benefits

Medical/dental/vision

401k with employer contribution

Parental leave

Transportation fringe benefit program

Back-up care option

Generous paid time off policy

Long-term and short-term disability policies

Company

Katten Muchin Rosenman LLP

Katten is a full-service law firm with nearly 650 attorneys in locations across the United States and in London and Shanghai.

Founded in 1974

Chicago, Illinois, USA

1001-5000 employees

https://katten.com

H1B Sponsorship

Katten Muchin Rosenman LLP 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)

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2025 (1)

2024 (4)

2023 (9)

2021 (2)

2020 (6)