Trusts & Estates - Paralegal

Levenfeld Pearlstein

Levenfeld Pearlstein (LP) is seeking a paralegal with a minimum of 5 years of estate and gift tax return preparation experience to join its growing and highly collaborative Trusts & Estates Practice Group. The ideal candidate will have extensive experience with the preparation of complex estate and gift tax returns, as well as aspects of probate estate and trust administration, including trust accountings. Key Attributes • Superior oral and written communication skills • Strong technical skills • Excellent attention to detail • Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment • A demonstrated commitment to providing superior client service • Must be able to work occasional overtime as needed Essential Qualifications • Bachelor’s Degree or Paralegal Certificate • Minimum 5 years of relevant trust and estates experience within a law firm, financial institution, family office, or accounting firm setting • Open to CPAs / Masters in Tax Levenfeld Pearlstein, LLC provides equal employment opportunities to all applicants and employees in a harassment-free environment without regard to race, religion, color, national origin, gender, age, disability, sexual orientation, alienage, or veteran status. Levenfeld Pearlstein (LP) is seeking a paralegal with a minimum of 5 years of estate and gift tax return preparation experience to join its growing and highly collaborative Trusts & Estates Practice Group. The ideal candidate will have extensive experience with the preparation of complex estate and gift tax returns, as well as aspects of probate estate and trust administration, including trust accountings. Key Attributes • Superior oral and written communication skills • Strong technical skills • Excellent attention to detail • Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment • A demonstrated commitment to providing superior client service • Must be able to work occasional overtime as needed Essential Qualifications • Bachelor’s Degree or Paralegal Certificate • Minimum 5 years of relevant trust and estates experience within a law firm, financial institution, family office, or accounting firm setting • Open to CPAs / Masters in Tax Levenfeld Pearlstein, LLC provides equal employment opportunities to all applicants and employees in a harassment-free environment without regard to race, religion, color, national origin, gender, age, disability, sexual orientation, alienage, or veteran status.
Posted
Updated
Title
Paralegal
Practice Areas
Trusts & Estates
Specialties
Tax
Experience
5+ years
Type
Law Firm