What are the responsibilities and job description for the Paralegal - Private Client (Detroit) position at Taft Stettinius & Hollister LLP?
Taft is seeking a paralegal to serve our Private Client team in Taft's Detroit (Southfield) office.
We are seeking a Paralegal with 3-5years' trust and estates and tax experience to support our Private Client team in the Detroit 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.
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.