Paralegal - Private Client (Naples)

Taft is seeking a Paralegal to support our Private Client practice group in Taft's Naples office.

We are seeking a Paralegal with 5+years' trusts and estates administration and related Federal transfer tax experience to support our Private Client team in the Naples office. All Taft employees operate under a "Client First" philosophy-in all things, we seek to provide exceptional services to our clients.

Duties & 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.

Requirements

Interested candidates should apply here .

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY .