Job Description
Beacon Hill Legal is partnering with a highly reputable law firm in Kansas City, MO, to recruit an experienced Trusts & Estates Paralegal. This is an excellent opportunity to join a respected team and contribute to a full range of estate planning and administration matters.
Responsibilities:
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Assist attorneys and senior paralegals with estate administration, trust funding, and preparation of legal documents.
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Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
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Manage trust financial records, perform trust accounting, reconcile broker statements, and handle payables and bank deposits.
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Obtain, review, and reconcile 1099s and K-1s.
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Support revocable and irrevocable trust funding and administration (pre- and post-death).
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Handle probate administration, including drafting probate pleadings.
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Maintain ongoing communication with clients, financial advisors, and other professionals.
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Manage client case files and electronic databases efficiently.
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Provide high-quality client service while meeting the annual billable requirement of 1,500 hours.
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Supervise records management tasks when necessary.
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Ensure compliance with firm policies and maintain professionalism in all interactions.
Qualifications:
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5+ years of Trusts & Estates paralegal experience strongly preferred.
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Associate's degree required; Bachelor's degree or Paralegal Certificate from an ABA-approved program preferred (substantive experience may substitute for education).
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Strong communication, organizational, and analytical skills.
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Ability to manage multiple priorities in a fast-paced environment.
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Experience with Microsoft Office; familiarity with tax and trust accounting software (e.g., GEMS, BNA, ProSystems, EVP) is a plus.
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Prior exposure to corporate or real estate matters beneficial.
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Proven case management experience and attention to detail.
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Ability to work independently while also collaborating within a team environment.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)