COMPANY OVERVIEW  

Rapidly growing boutique wealth management firm with a high net worth retirement division (clients with $1 to $10 Million in investible assets) and a comprehensive family office service offering (for families with estates exceeding $25 Million and as high as $200 Million) with services including tax, accounting, bookkeeping, cash flow management/billpay, trust & estate planning, income and asset protection, along with the management and oversight of public and private investments including privately held businesses and investment real estate assets. 

POSITION OVERVIEW 

We are hiring a paralegal to join as an integral part of our growing team. This position will report directly to the CEO and will assist with onboarding new client relationships and overseeing the implementation of financial, legal and tax strategy that is customized to each family's needs. The position will require a strong foundation in the review of corporate, trust and estate and real estate related legal documents including, but not limited to: shareholder agreements, bylaws, buy-sell agreements, operating agreements, family limited partnership (FLP) and family LLC agreements, private placement offering documentation, various types of domestic and foreign grantor and non-grantor trusts, intra-family notes, deeds and more. Being highly organized and taking a systematic approach towards execution leaving no detail unaddressed and no deadline missed is absolutely essential. The ability to track and communicate progress with all internal and external stakeholders and integrate with other professionals such as various legal counselors, CPA's, insurance professionals, title companies, etc. is a must.  

We are looking for a self-starter excited about growing with our company and taking on new responsibilities, who wants to work in a small office and loves the opportunity to wear many hats. The ideal candidate would be incredibly organized, detailed-oriented and tech savvy, who understands that doing the small things well has a big impact for our clients. This team member would be flexible to learn and take on new responsibilities as the firm grows and as their skills develop. 

RESPONSIBILITIES WILL INCLUDE 

• Reviewing and analyzing financial, legal and tax documents  

• Preparing simple, easily understood and actionable correspondence 

• Effectively manage various projects simultaneously, pursue matters to completion with minimal supervision or direction, and take initiative to improve processes 

• Calendaring/docketing management for all active matters, coordinating necessary internal and external stakeholders, managing deadlines, and client calls/meetings 

• Preparing summaries and presentations 

• Researching local and state statutes, treasury and tax court rulings 

• Researching public and private investments and reviewing associated documentation

  SKILLS 

• Excellent written and verbal communication skills and strong problem-solving skills 

• Working knowledge of estate accounting and tax computer software/systems 

• Ability to adapt to change and balance competing demands while working in a fast-paced, high-pressure environment  

• Ability to work independently and take initiative 

• Ability to maintain highest level of confidentiality and provide outstanding customer service to internal and external clients/contacts 

• Knowledge of estate, trust, tax and corporate law terminology and related documents 

• Prepare and understand estate and trust accounts as well as other financial reports 

• Compose and disseminate correspondence as required 

• Strong attention to detail and great organizational skills 

• Be genuinely interested and passionate for helping people manage and grow their wealth 

• Provide solutions, not just uncover problems 

• Have a high energy level 

• Have thick skin and high empathy 

• Have a sense of humor in equal measure to your sense of compassion 

• Have keen conflict resolution skills 

• Understand how to build and hone systems that can drive a business forward 

• Integrity, honesty, and the highest ethical standard in every aspect of individual's personal and professional life

QUALIFICATIONS 

• College degree and paralegal certificate or equivalent 

• Minimum of 5 years' experience as a paralegal with a law firm or financial institution, specializing in the areas of corporate, trust and tax law. 

• Experience in preparation of federal estate tax returns 

• Experience in preparation of federal gift tax returns preferred 

• Ability to draft / prepare tax forms, including but not limited to federal forms 56, 706, 709, 2848, as well as applicable local property tax and documentary transfer tax forms. 

• Notary or willingness to become notary preferred 

• Willingness to obtain additional professional licenses and designations as required by the company 

• Avid reader with and endless desire to learn and expand professionally