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Estate Planning Staff Attorney or Experienced Paralegal

Posted on May 19, 2020 by Major Legal Services

Cleveland, OH 44114
Legal
Immediate Start
Annual Salary
Full-Time




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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