Estates Paralegal jobs in United States
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Frost Brown Todd · 1 day ago

Estates Paralegal

FBT Gibbons is currently searching for a full-time Paralegal to join their Tax, Benefits and Estates Practice Group in Cincinnati. This role will assist attorneys in preparing legal documents, conducting research, and facilitating communication for the transfer of assets.

Consulting
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H1B Sponsor Likelynote

Responsibilities

Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, and tax documents
Coordinate and communicate with financial planners, Certified Public Accountants, and other outside FBT Gibbons individuals for transfer of assets during the lifetime of a client or after the death of a client
Conduct research related to real estate titling at various Courthouses or online searches
Prepare documents to transfer real estate as necessary
Prepare corporate documents and minute books as necessary
Perform document production review and indexing
Organize and compile client-related documentation
Prepare various IRS and State Level Tax Return documents, including but not limited to Federal Estate Tax Returns, Federal Gift Tax Returns, and associated state-level Returns
Assist with drafting of correspondence, court filings, transfer documents, and other ancillary documents
Maintain client related electronic files
Schedule conferences, client related meetings, and other court appearances

Qualification

Paralegal experienceInternal Revenue CodeDocument assembly softwareExcel proficiencyWord proficiencyProject coordinationOral communicationWritten communicationDetail orientedProblem solving

Required

Associates degree or Bachelor's degree with a major in paralegal studies, OR A Bachelor's degree with an unrelated major, and have: A certificate from an ABA approved paralegal training program specializing in the area for which the candidate is being considered; or Two year's experience in the area of specialization for which the candidate is being considered or other comparable experience; or Unique qualifications, experience, or training which fill a specific need within Frost Brown Todd LLP
Minimum of 3 years of experience as a paralegal or in other legal/tax services roles
Strong oral and written communication skills
Proficient using Excel, Word and other database and document assembly software
Must be detail oriented, efficient, and able to coordinate multifaced projects with a minimum of supervision
Ability to problem solve, set priorities and to ask questions when needed

Preferred

Experience with the Internal Revenue Code preferred

Benefits

Medical
Dental
Vision
Life
Disability
401k/profit sharing retirement package

Company

Frost Brown Todd

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Frost Brown Todd is a law firm.

H1B Sponsorship

Frost Brown Todd 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
2025 (2)
2024 (4)
2022 (2)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Cindy Thurston Bare
Chief Data and Innovation Officer
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