Taft is seeking a Paralegal to support our Private Client practice group in Taft’s Naples office.
We are seeking a Paralegal with 5+ years’ trusts and estates administration and related Federal transfer tax experience to support our Private Client team in the Naples office. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.
Duties & Responsibilities
- Assists in the collection, distribution, reporting and transfer of estate assets and prepares inventories and asset schedules from multiple sources of information for estate and trust administrations.
- Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
- Drafts and e-files various probate pleadings, trust administration and accounting documents, using excellent written communications English and ensuring that all work product and documents are error‑free and client‑or filing‑ready.
- Effectively prioritizes work and proactively monitors filing deadlines and case schedules for the group, ensuring that attorneys are aware of upcoming deadlines.
- Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
- Edits and proofreads documents for accuracy and compliance with applicable federal and state law, regulations, and local rules.
- Proactively supports attorneys and acts as the liaison between attorney and client throughout the corresponding case.
- Utilizes specialized estate and trust administration and tax preparation/reporting software.
- Enters, reviews, and corrects time charges timely.
Requirements
- Formal paralegal training from an accredited college or ABA‑approved program, preferably a four‑year degree program, or equivalent experience.
- 5+ years’ paralegal experience in Florida estate and t
📌 Paralegal - Private Client (Naples) (Napoli)
🏢 MMM LEGAL GROUP
📍 Napoli
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