- Conducting research, drafting legal documents, and working directly with clients to ensure that their estate plans are comprehensive and legally sound.
- Responsible for collaborating with attorneys and other paralegals to ensure that all aspects of client matters are handled efficiently and effectively.
- Federal and state tax return preparation.
- Probate administration.
- Preparation of accountings and certificates, deeds, and other property transfer documents.
- Preparing stock certificates, deeds, and other property transfer documents to fund revocable and irrevocable trusts Research.
- Researching tax forms, publications, and related matters as requested.
- Maintaining a docket system for the department Communication
- Bachelor's Degree in Accounting or Finance required
- 8+ years of experience with a background in Accounting or Finance
- Shows attention to detail and possesses good organizational skills
- Can prioritize tasks efficiently
- Knows when to work independently and when to seek guidance
- Functions well as part of a team and independently
- Is dependable and reliable
- Has excellent communication skills, both written and verbal, and is capable of communicating effectively
- Maintains open and effective communication with colleagues
- Can handle multiple tasks simultaneously while still maintaining a high level of attention to detail.
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Tax and Estate Planning Paralegal - Bloomfield Hills, United States - LHH
Description
LHH Recruitment Solutions is searching for a Trust and Estate Planning Paralegal in Bloomfield Hills, MI with 8+ years of experience as a paralegal with a back ground in accounting or finance.
Responsibilities:
Qualifications:
Salary: $70,000 to $95,000 DOE
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
