Summary:

Our award winning client is currently hiring for a Legal Assistant to work in their Florida office. 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:

• 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
  

Required Skills and Experience:

• High Net Worth and/or Ultra High Net Worth clientele experience
• Registered Investment Advisor, Wealth Management, or Family Office experience highly preferred
• 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
• 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
• Willingness to obtain additional professional licenses and designations as required by the company
• Avid reader with and endless desire to learn and expand professionally
  

Other Skills:

• 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