The Panther Grouphttps://www.thepanthergrp.com/wp-content/uploads/2022/03/sm-logo-200x200-1.pnghttps://www.thepanthergrp.comhttps://www.thepanthergrp.comtrue
Trust and Estate Planning Paralegal (Chicago)
The Paralegal supports the Trust, Estate Planning and Tax practices, assisting with a variety of responsibilities. duties and responsibilities may include the following:
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
Skills & Competencies:
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
Qualifications & Required Experience:
Bachelor’s degree required
ABA-approved paralegal certificate is strongly preferred
Expertise in tax, estate planning and estate administration required
Accounting experience required
Position also requires the ability to work under pressure to meet strict deadlines
Computer Skills:
To perform this job successfully, an individual must be proficient in the following software:
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