Estate and Trust Administration Paralegal

Company: Huck Bouma, PC
Location: Wheaton
Posted on: January 16, 2022

Job Description:

Estate Administration Paralegal Trust and Estate Practice GroupWe are currently searching for highly motivated, team-orientated candidate interested in joining the largest DuPage County law firm as a Trust and Estate Paralegal. Tax background will be useful to this role. The successful candidate will be organized, detail-oriented, possess excellent writing and numeric skills, maintain strict confidentiality, and display a passion for delivering outstanding results and service on a consistent basis. ESSENTIAL DUTIES & PERFORMANCE RESPONSIBILITIESTo perform this job successfully, an individual must be able to perform each of the following essential promptly and accurately. Other duties may be assigned. Specific tasks include:-Reviewing client estate planning documents for post-death administration of estates and trusts.-Preparing court pleadings to open and close probate estates.-Preparing trust and will summaries, inventories, accountings and spreadsheets.-Assisting executor/trustee with the collection, valuation and distribution of assets.-Preparing federal and state estate tax returns, gift tax returns and fiduciary income tax returns.-Preparing client memos and correspondence.-Funding marital and family trusts. ACQUIRED SKILLS & KNOWLEDGEThe ideal candidate will be self-motived and have a strong attention to detail. 5+ years of experience is preferred. CPA or accounting/tax background is highly desirable. Submit your resume and salary requirement to attorneys@huckbouma.com
Equal Opportunity Employer - Only those candidates being offered an interview will be contacted. No phone calls please.

Keywords: Huck Bouma, PC, Wheaton , Estate and Trust Administration Paralegal, Legal , Wheaton, Illinois