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Beacon Hill · 20 hours ago

Private Wealth Paralegal

Bonita Springs, FL

Full-time

Onsite

Senior Level

5+ years exp

Beacon Hill is a national law firm seeking a Paralegal with 5+ years of experience in trusts and estates administration to support their Private Client team in Naples. The role involves assisting in estate asset management, preparing tax returns, and ensuring compliance with legal documentation.

Staffing Agency

Responsibilities

Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations

Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns

Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error-free and client- or filing-ready

Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines

Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters

Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules

Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case

Utilizes specialized estate and trust administration and tax preparation/reporting software

Enters, reviews, and corrects time charges timely

Qualification

TrustsEstates administrationFederal transfer tax experienceFlorida estate law knowledgeProbate matters softwareFederal estate tax returnsMicrosoft Office proficiencyAttention to detailCritical thinkingOrganizational skillsOral communicationWritten communicationTime managementAdaptabilityConfidentiality

Required

Formal paralegal training from an accredited college or ABA-approved program, preferably a four-year degree program, or equivalent experience

5+ years' paralegal experience in Florida estate and trust settlement and administration

Knowledge of relevant Florida law, including estate and trust administration rules and procedures and experience with probate matters software and Florida e-portal/e-filing systems

Strong working knowledge in the application of Microsoft Office programs

Displays strong attention to detail as well as critical thinking

Ability to proactively manage multiple projects and administration matters simultaneously

Strong analytical and organizational skills

Sound judgment, including the ability to identify and escalate issues

Excellent oral and written communication skills

Ability to prioritize, multi-task and meet deadlines

Ability to adapt to workplace stressors and competing priorities

Must maintain confidentiality of client information