03 set - Italia
Altro
Taft is seeking a Paralegal to support our Private Client practice group in Taft's Naples office. We are seeking a Paralegal with 5+ years' trusts and estates administration and related Federal transfer tax experience to support our Private Client team in the Naples office. All Taft employees operate under a "Client First" philosophy—in all things, we seek to provide exceptional services to our clients.
Duties & Responsibilities
Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations.
Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error‐free and client- or filing‐ready.
Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines.
Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules.
Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case.
Utilizes specialized estate and trust administration and tax preparation/reporting software.
Enters, reviews, and corrects time charges timely.
Requirements
Formal paralegal training from an accredited college or ABA-approved program, preferably a four‐year degree program, or equivalent experience.
5+ years' paralegal experience in Florida estate and trust settlement and ad
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