Private Client Paralegal

  • location: Menlo Park, CA
  • type: Permanent
  • salary: $55,000 - $110,000 per year
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job description

Private Client Paralegal

job summary:
Leading, well-established International Law Firm with a diversified business practice is seeking a Paralegal to support the Private Client Practice Group. The Firm has a long history of social responsibility and supporting the communities in which our people live and work. You will work closely with the Private Client attorneys, assisting in the preparation of court papers, tax returns and other documents related to estate and trust administration.

 
location: Menlo Park, California
job type: Permanent
salary: $55,000 - 110,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 5 Years
 
responsibilities:
  • Compile information, computations and draft federal and state estate or inheritance tax returns
  • Compile information, computations and draft federal gift tax returns
  • Collect and transfer of assets, payment of debts and administration expenses and the distribution of assets to beneficiaries for probate estates and funded trusts
  • Work on probate court papers
  • File wills in appropriate counties
  • Prepare deeds and assessor forms
  • Prepare basic forms and filings for entity formations and annual statements
  • Ensure proper docketing and timely filing of all tax returns and court papers
  • Prepare and send correspondence, including composing transmittal letters, etc.
  • Communicate with banks, other financial institutions and relevant parties to administration of trust
  • Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting and other office services
  • Meet with clients and attorneys concerning the estate and/or trust
  • Prepare wills, trusts and amendments
  • Research and draft probate court filings
 
qualifications:


  • College degree and paralegal certificate or equivalent
  • Satisfies requirements of California Bus. & Prof. Code Sec. 6450 et. seq.
  • Minimum of 5 years' experience as a paralegal with a law firm or financial institution, specializing in the areas of probate estate administration and fiduciary income taxation
  • Experience in preparation of probate court documents including opening and closing court papers, inventories and accounts
  • Proficient in administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration expenses and the distribution of assets to beneficiaries;
  • Experience in preparation of federal and California state death tax returns
  • Experience in preparation of federal and California state income tax returns for estates and trusts
  • Experience in preparation of federal gift tax returns
  • Proficiency in MS Word, Excel, PowerPoint, probate court e-filing software, CCH ProSystems fx, EstateVal, Estate Planning Tools, TaxInterest for Windows and zCalc
  • Notary or willingness to become notary preferred
 
skills: Office Management
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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