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Estate Planning Staff Attorney or Experienced Paralegal

Posted on May 19, 2020 by Major Legal Services

Cleveland, OH 44114
Immediate Start
Annual Salary

The Cleveland office of this large firm is seeking to hire an experienced Personal & Succession Planning Staff Attorney or highly experienced Paralegal.

This Position will focus on the following areas:

Estate Administration: Value assets; prepare inventories, prepare estate tax returns; provide information regarding filing deadlines; forward facing with courts and other agencies in order to process filings, record deeds and conveyances; arrange distributions; coordinate income tax information with accountants; draft deeds and other transfer documents to fund revocable trusts; research state and county records

Trust Administration- Inter Vivos Trusts: Review brokerage statements; arrange distributions to or on behalf of beneficiaries; prepare reports to beneficiaries; coordinate income tax information with accountants

Tax Compliance: Prepare federal estate tax returns and Form 8971; Prepare federal gift tax returns; Prepare federal and state fiduciary income tax returns for estates and trusts; Preparation of federal, state and local individual income tax returns.

You may be qualified for this exciting opportunity if you meet the following requirements:

1) At least 4 years of Estate and Trusts experience- ideally in the mid-larger firm setting

2) Prior experience with Ohio Probate Law and Microsoft Office Programs

3) Software experience: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, Brentmark Charitable Financial Partner, GEMS, 706-OH, Thomson Fast-Tax (Fiduciary Income Tax), Fiduciary Accounting System.

4) Proficiency in drafting and revising documents with exceptional writing and proofreading skills.

Reference: 890858627

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