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Paralegal - Private Client (Chicago)
Paralegal - Private Client (Chicago)Taft Stettinius & Hollister LLP • Chicago, IL, United States
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Paralegal - Private Client (Chicago)

Paralegal - Private Client (Chicago)

Taft Stettinius & Hollister LLP • Chicago, IL, United States
10 days ago
Job type
  • Full-time
Job description

Taft is seeking a paralegal to serve our Private Client team in Taft's Chicago office.

We are seeking a Paralegal with 3-5years' trust and estates and tax experience to support our Private Client team in the Chicago 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 attorneys in representing clients in estate planning and probate matters
  • Assists in the collection, distribution, reporting, and transfer of estate assets.
  • Prepares inventories and asset schedules from client information.
  • Prepares financial accounts for estates and trusts, and annual accounts for ongoing trust administrations.
  • Public records research and document preparation.
  • Drafts and e-files various probate pleadings and accounting documents, using excellent written communications English and ensuring that resultant documents are error-free and client- or filing-ready.
  • Prioritizes work and monitors deadlines 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.
  • Utilizes and demonstrates proficiency with specialized estate planning/reporting software.
  • Enters, reviews, and corrects time charges timely.

Requirements:

  • 3-5 years' paralegal experience with related legal work.
  • Paralegal degree/certificate is preferred.
  • Knowledge of accounting practices and estate accounting/probate matters software; experience with Estate Works or other probate/estate software is strongly preferred.
  • Working knowledge of the preparation of fiduciary income tax, estate and gift taxation, and estate tax returns.
  • Demonstrated proficient command of the English language, syntax, and standard grammar rules.
  • Demonstrated strong working knowledge of Microsoft Office programs.
  • Demonstrated excellent communication and writing skills.
  • Ability to adapt to workplace stressors and competing priorities.
  • Must maintain confidentiality of client information.
  • Must show strong attention to detail and ability to manage and monitor multiple projects and estates at once.
  • Exhibits excellent interpersonal skills.

Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more. The salary range for this position is $80,000/yr. - $105,000/yr. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.

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.
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Paralegal - Private Client (Chicago) • Chicago, IL, United States

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