Paralegal - Private Client - Naples, FL

Private Client Paralegal
Location: Naples, FL
Salary: Commensurate with experience

Our client is a well-established law firm. They are seeking a Private Client Paralegal to support their trusts and estates practice group with estate administration, tax preparation, and probate matters.

What you'll be doing:
· Assist with the collection, distribution, reporting, and transfer of estate assets
· Prepare inventories and asset schedules for estate and trust administrations
· Prepare state and federal fiduciary income tax returns, as well as estate and gift tax returns (with supervision)
· Draft and e-file probate pleadings, trust administration documents, and accountings
· Monitor deadlines and case schedules to ensure timely filings
· Communicate with attorneys and team members regarding status of matters
· Proofread and edit legal documents for accuracy and compliance
· Serve as a liaison between attorneys and clients throughout the lifecycle of matters
· Utilize estate and trust administration and tax software systems
· Accurately enter and review billable time

What you'll need:
· 5+ years of trusts and estates administration experience
· Experience with Florida probate and estate administration processes
· Knowledge of Florida e-filing systems and probate software
· Experience preparing or assisting with federal estate, gift, and fiduciary tax returns preferred
· Strong proficiency in Microsoft Office
· Excellent attention to detail and organizational skills
· Ability to manage multiple priorities and meet deadlines
· Strong communication skills and professional judgment
· Ability to maintain confidentiality

What’s in it for you:
· Comprehensive Benefits: Medical, dental, and vision coverage options.
· Financial Security: 401(k), life insurance, and disability coverage.
· Additional Perks: Flexible spending accounts, wellness resources, and employee support programs.

Apply now! One of our recruiters will review your profile and we will be in contact if you qualify!

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