Tax Paralegal

Posted 25ds ago

Employment Information

Industry
Education
Salary
Experience
Job Type

Report this job

Job expired or something wrong with this job?

Job Description

Tax Paralegal supporting US-based law firm specializing in tax and estate planning. Collaborating remotely to manage legal documentation and client communication effectively.

Responsibilities:

  • Assist attorneys in preparing and reviewing estate planning documents, including wills, trusts, and power of attorney agreements.
  • Conduct thorough research on tax regulations and estate laws to ensure compliance.
  • Organize and maintain client files related to tax and estate planning cases.
  • Communicate with clients to gather necessary information and provide updates on their cases.
  • Prepare detailed reports and documentation for meetings and legal proceedings.
  • Assist in the preparation and filing of necessary tax documents and returns.
  • Collaborate with financial advisors and other professionals involved in the estate planning process.
  • Stay abreast of changes in tax laws and estate planning regulations.

Requirements:

  • Bachelor’s degree in Law, Finance, or a related field.
  • 2+ years of experience as a paralegal, with a focus on tax and estate planning.
  • Strong understanding of U.S. tax law and estate planning strategies.
  • Proficient in legal research and documentation processes.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to work independently and manage multiple cases in a remote environment.

Benefits:

  • Competitive salary (USD)
  • Work From Home
  • Flexible hours