Trusts and Estates Paralegal
Squire Patton Boggs is one of the world's strongest integrated legal practices. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America.
The Columbus office of Squire Patton Boggs is currently seeking a full-time Paralegal in our Trusts and Estates practice.
Responsibilities
Principal responsibilities include the financial, accounting and tax aspects of the administration of estates and trusts, as well as certain aspects of financial and tax planning for individuals.
The work includes the preparation of probate forms, title transfer documents (deeds, certificates of transfer, etc.), banking, financial analysis, review of investment statements, preparation of accounts and the preparation of estate and gift tax returns.
Academic and Professional Qualifications
Bachelor's Degree and / or Paralegal Certificate are preferred.
Knowledge, Skills & Experience
- Excellent oral and written communication skills.
- Excellent math skills and number sense.
- Experience and comfort with Microsoft Office and also with standard tax return preparation and estate / trust accounting software.
- Ability to strictly maintain client confidences.
- Ability to work collaboratively.
- Effectiveness in client interaction.
- Ability to juggle numerous client matters at one time.
- Familiarity with probate processes and filings.
- Some financial awareness and savvy.
- Ability to interact effectively with clients' other service providers (accountants, brokers, bankers, etc.).
We offer excellent benefits, competitive compensation, and the opportunity to work in a professional, collaborative work environment.
Squire Patton Boggs is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law.
This non-discrimination policy applies to all aspects of employment.
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