Paralegal

Company: Robert Half
Location: Cleveland
Posted on: May 28, 2023

Job Description:

Description
Our client is seeking a trust/estate administration paralegal to join its office in Cleveland, OH (fully on-site). The trusts and estates paralegal will be responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Qualified candidates should have at least 5 years of trusts and estate experience and must demonstrate excellent communication, writing and organizational skills.
Responsibilities

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  Prepare probate filings;
  
  
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  Trust & Estate administration (i.e., prepare accountings, manage trust expenses and distributions, facilitate the preparation and filing of trust tax returns);
  
  
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  Prepare various correspondence to clients, financial institutions, insurance companies, etc.
  
  
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  Identifying, gathering, and valuing assets;
  
  
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  Assisting attorneys with drafting, revisions, and finalizing trusts, wills, and other estate planning documents;
  
  
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  Preparing accountings for both estates and trusts;
  
  
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  Draft and organize estate tax returns, fiduciary tax returns, and other tax or IRS related forms;
  
  
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  Managing a docket system and tracking deadlines.
  
  
  Requirements
  Requirements
  
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    3+ years of experience as a trusts and estates paralegal, specifically in estate administration.
    
    
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    Undergraduate degree or paralegal certification (or equivalent);
    
    
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    Detailed, accurate, and an ability to handle confidential information
    
    
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    Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
    
    
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    Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
    
    
    All interested candidates please contact Josie Nitschmann via Linkedin or submit a resume.
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    Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
    Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and more.
    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
    - 2023 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/terms-of-use) .

Keywords: Robert Half, Cleveland , Paralegal, Legal , Cleveland, Ohio