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Now Hiring a Tax, Trusts & Estates Paralegal

The Tax, Trusts & Estates Paralegal will assist attorney(s) by providing clerical and administrative support services in all aspects of trust and probate administration.

Date Posted

June 05, 2023

Type

Job Posting

Location

Billings , MT

Tax, Trusts, & Estates Paralegal

KEY RESPONSIBILITIES:

  • Meet with attorneys, clients, and others to discuss assigned matters.
  • Assist with trust administration, including preparation of trustee appointment documentation, trust reports and inventory, property contributions and transfers, distributions, and accountings.
  • Assist with probate administration, including preparing necessary probate court documents, nonprobate transfer documents, tax filings and managing court and tax filings.
  • Prepare, organize, and retrieve matter files and manage matter schedule and deadlines.
  • Gather and organize banking, brokerage, insurance, entity, real estate and other property titles and all other data necessary to administer a probate or trust and/or to prepare necessary federal estate and gift tax returns.
  • Assist attorneys in preparing federal estate and gift tax returns, and related filings. Will be primarily responsible for inputting all data into transfer tax software utilized by the firm.
  • Open and close files in accordance with firm procedures.
  • Maintains records regarding billable hours.
  • Perform other related duties as assigned.

KEY SKILLS:

  • Understanding of legal language and principles, research methods, court processes, and other related matters.
  • Strong customer service and interpersonal skills are required to communicate effectively and professionally with all levels of personnel and external clients.
  • Able to maintain strict confidentiality of client and firm information; understands and implements general rules of ethical behavior applicable to legal personnel.
  • Able to work in collaboration within a team and independently.
  • Able to learn new skills as technology evolves.
  • Possesses excellent attention to detail, follows up on projects, and follows through on deliverables.
  • Able to develop and apply comprehensive planning and organizing strategies to ensure tasks and projects are appropriately prioritized and resources are used effectively and efficiently.
  • Able to work under tight deadlines, handle multiple detailed tasks, and anticipate when help will be needed from department members.
  • Flexible and able to respond quickly and positively to shifting demands and opportunities.
  • Able to effectively work in a multi-office environment and a culturally and educationally diverse environment.
  • Writes clearly and informatively, edits work for spelling and grammar, adapts communication to suit needs, presents numerical data effectively, and can read and interpret written information.
  • Speaks clearly and persuasively, listens and gets clarification as needed, responds well to questions, and takes a collaborative approach in group settings.
  • Able to take responsibility for work activities and personal actions, follow through on commitments, acknowledge and learn from mistakes, and recognize the impact of one’s behavior on others.
  • Able to gather relevant information, interpret and evaluate the data, and develop sound, practical solutions to difficult issues.
  • Available to work overtime as needed and approved by attorneys.
  • Available to travel as needed.

MINIMUM QUALIFICATIONS:

  • High school diploma or equivalent.
  • Minimum of three years of related experience.
  • Working knowledge of Microsoft Office Suite, Adobe, and other similar software.
  • Must be able to read, comprehend, and follow written and verbal instructions.
  • Valid driver’s license.

PHYSICAL REQUIREMENTS:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 25 pounds at times.
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