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The Panther Group
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Trust & Estate Planning Paralegal
Posted: 03/21/2025
2025-03-21
2025-05-22
Employment Type:
Direct Hire
Industry: Paralegal
Job Number: 42988
Job Description
Trust and Estate Planning Paralegal
The Paralegal supports the Trust, Estate Planning and Tax practices, assisting with a variety of responsibilities.
As a Paralegal, your duties will include but not be limited to:
To perform this job successfully, an individual must be proficient in the following software:
The Paralegal supports the Trust, Estate Planning and Tax practices, assisting with a variety of responsibilities.
As a Paralegal, your duties will include but not be limited to:
- Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
- Understands probate process and prepares probate documents (Illinois preferred)
- Prepares estate and trust accountings; analyzes and organizes records and documents
- Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
- Performs tax and legal research using library and online resources
- Reviews and drafts estate planning and other legal documents
- Assists with business transactions
- Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
- Handles governmental, agency and court filings
- Meets and directly communicates with clients
- Maintains docket of all estate, trust and court dates
- Directly deals with numerous clients
- Acts as a backup for the entire practice group
- Maintains 1,500 billable hours annually
- Strong research and writing skills
- Willingness and flexibility to work overtime
- Ability to work under pressure on time-sensitive projects
- Ability to multi-task
- Ability to work independently
- High level of attention to detail
- Bachelor’s degree preferred
- ABA-approved paralegal certificate preferred
- At least 3 years of paralegal or related expertise in tax, estate planning and estate administration preferred
- Accounting experience preferred
- Position also requires the ability to work under pressure to meet strict deadlines
To perform this job successfully, an individual must be proficient in the following software:
- Tax preparation programs (particularly CCH)
- Accounting programs
- Estate planning programs
- Excel and Visio preferred
- Microsoft Office Suite
Meet Your Recruiter
Howard Ross
Howard Ross serves as the Senior Vice President of Panther New York. Howard focuses on developing relationships with new and existing clients while enhancing strategies to ensure successful delivery. Additionally, he sources, manages, and places candidates in their ideal new jobs. Howard brings 30 years of Staffing experience to The Panther Group as well as energy and enthusiasm for every relationship with clients and candidates.
Fun Fact: Howard is a passionate music fan across all genres but is a lifelong Deadhead at heart.
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