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Trust and Estate Paralegal
Impact Solutions Boca Raton, FL
$64k-81k (estimate)
Full Time | Scientific Services 3 Weeks Ago
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Impact Solutions is Hiring a Trust and Estate Paralegal Near Boca Raton, FL

Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team!
The ideal candidate will have a minimum of 5 years of experience in trust and estate administration, with a strong understanding of probate (knowledge of New Jersey, New York, and Florida probate is a plus). As the Trust and Estate Administration Paralegal, you will be responsible for managing all aspects of estate and trust administration. This includes handling probate procedures, communicating regularly with clients, financial planners, and accountants, preparing federal and state estate tax returns and fiduciary accountings, distributing estate assets and trust funding, deed work, and more.
Superior communication skills are essential for this role as you will be regularly interacting with clients. Additionally, strong mathematical abilities are required to accurately handle financial aspects of the job. Experience working with estate tax software such as ONESOURCE/Fast Tax as well as proficiency in HotDocs and Microsoft Word is preferred.
In this role, organizational skills are crucial as you will be tasked with prioritizing multiple responsibilities. The ability to work well within a team is also critical for success in this position. A college degree or paralegal certificate is preferred; however, we will also consider candidates who have completed JD/paralegal programs.
This client offers a competitive starting salary based on experience level along with a comprehensive benefits program. 
We are an equal opportunity employer. All applications will be kept confidential.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Scientific Services

SALARY

$64k-81k (estimate)

POST DATE

04/28/2024

EXPIRATION DATE

06/27/2024

WEBSITE

impact-solutions.co.uk

HEADQUARTERS

GRANGEMOUTH, SCOTLAND

SIZE

25 - 50

FOUNDED

2002

CEO

KEVIN ROSS

REVENUE

<$5M

INDUSTRY

Scientific Services

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The following is the career advancement route for Trust and Estate Paralegal positions, which can be used as a reference in future career path planning. As a Trust and Estate Paralegal, it can be promoted into senior positions as a Paralegal II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust and Estate Paralegal. You can explore the career advancement for a Trust and Estate Paralegal below and select your interested title to get hiring information.