Estate Planning Staff Attorney or Experienced Paralegal
Posted on May 19, 2020 by Major Legal Services
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.