Job Description
Seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for a firm’s San Francisco office.
We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.
Primary Responsibilities
Calendar management, including tax-related deadlines and client calls/meetings.
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
Estate administration, including prepare and file probate documents, advise and respond to clients.
Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
Prepare trust and estate accountings.
Draft simple wills and correspondence.
Apply for tax identification numbers.
Prepare and file deeds and related documents, review deed records.
Form entities with Secretary of State office.
Prepare corporate minutes and maintain minute books.
Calculate taxes, tax exemptions, and executor fees.
Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
Skills and Abilities
Excellent written and verbal communication skills.
Strong problem-solving skills.
Strong organizational skills.
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
Ability to take initiative to improve processes while keeping team members informed.
Ability to maintain highest level of confidentiality.
Ability to provide outstanding customer service to internal and external clients/contacts.
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).
Requirements
BA or BS degree strongly preferred.
Associate's degree or paralegal certificate with eight years of comparable work experience.
WORK ENVIRONMENT & PHYSICAL DEMANDS
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL REQUIREMENTS
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
VISUAL ACUITY
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.