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Paralegal - Private Client - Naples, FL

Execusource

Naples, FL

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JOB DETAILS
SKILLS
Administrative Skills, Administrator Documentation, Communication Skills, Detail Oriented, Federal Tax, Fiduciary, Income Tax, Legal, Legal Documents, Microsoft Office, Multitasking, Organizational Skills, Paralegal, Probate, Proofreading, Tax Returns, Tax Software, Time Management
LOCATION
Naples, FL
POSTED
Today
Private Client Paralegal
Location: Naples, FL
Salary: Commensurate with experience

Our client is a well-established law firm. They are seeking a Private Client Paralegal to support their trusts and estates practice group with estateadministration, tax preparation, and probate matters.

What you'll be doing:
• Assist with the collection, distribution, reporting, and transfer of estate assets
• Prepare inventories and asset schedules for estate and trust administrations
• Prepare state and federal fiduciary income tax returns, as well as estate and gift tax returns (with supervision)
• Draft and e-file probate pleadings, trust administration documents, and accountings
• Monitor deadlines and case schedules to ensure timely filings
• Communicate with attorneys and team members regarding status of matters
• Proofread and edit legal documents for accuracy and compliance
• Serve as a liaison between attorneys and clients throughout the lifecycle of matters
• Utilize estate and trust administration and tax software systems
• Accurately enter and review billable time

What you'll need:
• 5+ years of trusts and estates administration experience
• Experience with Florida probate and estate administration processes
• Knowledge of Florida e-filing systems and probate software
• Experience preparing or assisting with federal estate, gift, and fiduciary tax returns preferred
• Strong proficiency in Microsoft Office
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Strong communication skills and professional judgment
• Ability to maintain confidentiality

What's in it for you:
• Comprehensive Benefits: Medical, dental, and vision coverage options.
• Financial Security: 401(k), life insurance, and disability coverage.
• Additional Perks: Flexible spending accounts, wellness resources, and employee support programs.

Apply now! One of our recruiters will review your profile and we will be in contact if you qualify!

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