What are the responsibilities and job description for the Paralegal position at Maynard Nexsen?
Summary
A trust, estates and tax paralegal provides support to attorneys and CPAs by working with clients who need legal services regarding wills, estate planning, and taxes. As a paralegal on this team, your job duties include drafting legal documents such as wills and trusts, providing client consultants, processing tax returns, and managing administrative tasks.
Essential Job Functions
A trust, estates and tax paralegal provides support to attorneys and CPAs by working with clients who need legal services regarding wills, estate planning, and taxes. As a paralegal on this team, your job duties include drafting legal documents such as wills and trusts, providing client consultants, processing tax returns, and managing administrative tasks.
Essential Job Functions
- Ability to respond quickly to changing demands and be self-motivated with the ability to work independently as well as part of a team.
- Good organizational and calendaring skills.
- Great client skills.
- Outstanding oral and written communication skills.
- Excellent document management skills.
- Great work ethic.
- Attentive to detail and able to multi-task.
- A professional attitude and approach to people are essential.
- Strong interpersonal, organizational, and project management skills
- Able to handle confidential and sensitive information with discretion
- Detail oriented and ability to multi-task and work within deadlines
- Proficient in Microsoft Office products (Word, Excel, Outlook, etc.)
- Using software to assist with the preparation of estate planning documents.
- Participation in meetings with clients, attorneys and advisors during the estate planning process.
- Communicate with clients, family members, trustees, other attorneys and professionals.
- Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization.
- Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities.
- Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign.
- Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision.
- Retain a high level of flexibility and resourceful problem solving.
- Exceptional verbal and written communication skills.
- Ability to handle sensitive information with the highest degree of integrity and confidentiality.
- Bachelor’s degree or equivalent education and work experience;
- At least two plus years of experience in a professional services firm with a concentration in estate planning, probate services or other relevant work
- Ability to work extended hours when necessary.
- Normal office environment; no unusual physical demands.
- In office position