Paralegal - Private Client

Amotec Inc.

Job Description


PARALEGAL - PRIVATE CLIENT


Our client a legal firm with multiple locations, has an immediate need for a Paralegal to join their Private Client team in their Chicago office. The Paralegal will have knowledge of trust, estates and tax issues to support the Private Client team. Will be responsible for collection, distribution, reporting and transfer of estate assets. Additional responsibilities include:

  • Preparing financial accounts for estates and trusts
  • Assist in preparing state and federal fiduciary income tax and gift tax returns
  • Public records research and documentation preparation
  • Keep attorneys informed of the pendency of matters as well as of the status of assigned matters
  • Utilize specialized estate planning/reporting software

The ideal candidate will have the following:

  • 2 to 5 years of Paralegal experience (Private Client)
  • Paralegal degree or certificate
  • Excellent communication and writing skills
  • Knowledge of accounting practices and estate accounting/probate software

Job Requirements

 

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