Responsibilities

• Draft and manage official correspondence, facilitating communication with tax authorities.
• Support the preparation and submission of tax returns.
• Analyze and assess financial statements, including bank records.
• Produce final estate planning communications, incorporating executed document copies, and distribute PDF versions to clients via email.
• Compile, review, and organize estate planning document portfolios.
• Coordinate the recording process for real estate documents.
• Secure and maintain Employer Identification Numbers and PTIN assignments.
• Gather data for accounting purposes.
• Maintain and track tax return and estate administration deadlines on a calendar.
• Establish and maintain orderly client files.
• Perform additional duties as required to effectively fulfill the role's requirements.

Experiences and Qualifications

• Bachelor's or Associate's Degree, or Paralegal Certificate with relevant experience.
• Preferred experience in trusts and estates.
• Excellent verbal and written communication skills, coupled with strong analytical and organizational abilities.
• Demonstrated professionalism, exceptional client service skills, and meticulous attention to detail.
• Ability to collaborate effectively with legal professionals, paraprofessionals, and business services team members.
• Discretion and confidentiality in handling sensitive matters and documents.
• Capacity to meet deadlines and perform well under pressure.
• Proficient computer skills, with a knack for learning new software.
• Proficiency in Microsoft Office Suite, PDF creation tools, and document management systems.

Please note this role is hybrid.