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Trust and Estate Paralegal

Kansas City, Missouri

Direct Hire

$110,000.00 - $120,000.00 per Year

Trust and Estate Paralegal Job Description Are you a detail-oriented people person who thrives in a professional environment? Do you want to be part of a dynamic team where creativity and professional passion are encouraged? We have the perfect role for an engaging professional like you! LHH is seeking a Trusts & Estates Paralegal for our client in their Kansas City office. Trust and Estate Administration
  • Guide executors/personal representatives in the administration of probate estates and manage details.
  • Assist attorneys with establishing probate administrations in various jurisdictions.
  • Track estate financials for probate filings and prepare accountings reporting the financial activity.
  • Prepare probate court filings.
  • Track deadlines (e.g., court filings, claim notices, tax deadlines).
  • Assist trustees with the administration of trust assets (e.g., ownership transfers, asset liquidation and asset transfers).
  • Assemble trust financial accountings from inception to distribution.
  • Prepare, communicate, and track annual life insurance premium notices to trust beneficiaries.
  • Track annual life insurance premium due dates.
  • Correspond with the Internal Revenue Service regarding tax notices.
  • Request taxpayer identification numbers.
Tax Return Preparation
  • Work with clients to gather necessary supporting documents and information for tax filings.
  • Assist attorneys with the preparation of federal and state individual and fiduciary income tax returns, federal estate and federal gift tax returns.
  • Electronically file income tax returns.
  • Assemble and organize necessary supporting documents for paper filings with the Internal Revenue Service.
  • Track individual filing deadlines.
  • Maintain internal electronic files of all submitted tax returns and supporting materials.
Computer Applications Used
  • Microsoft Word, Excel, ProSeries Tax software
Requirements
  • Paralegal Certificate
  • 5 Years of Experience
  • Billable requirement: 1600 hours per year
  • Hybrid work schedule: 2 days remote/3 days in-office
  • Start time: 8:30 am CST or 9 am CST
Behaviors
  • Team Player: Works well as a member of a group
  • Loyal: Shows firm and constant support to a cause
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
  • Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
  • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
  • Self-Starter: Inspired to perform without outside help
  • Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Education
  • Preferred: Bachelor's degree or higher
Experience
  • Preferred: 5 years of related experience
Licenses & Certifications
  • Preferred: Paralegal Certification
Pay Details: $110,000.00 to $120,000.00 per year Search managed by: AnaAlyse Bird

Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.

RefUS_EN_27_872279_3044334

Trust and Estate Paralegal

LHH

20 days ago

$110,000.00 - $120,000.00 per Year

Direct Hire

Kansas City, Missouri

Trust and Estate Paralegal Job Description Are you a detail-oriented people person who thrives in a professional environment? Do you want to be part of a dynamic team where creativity and professional passion are encouraged? We have the perfect role for an engaging professional like you! LHH is seeking a Trusts & Estates Paralegal for our client in their Kansas City office. Trust and Estate Administration
  • Guide executors/personal representatives in the administration of probate estates and manage details.
  • Assist attorneys with establishing probate administrations in various jurisdictions.
  • Track estate financials for probate filings and prepare accountings reporting the financial activity.
  • Prepare probate court filings.
  • Track deadlines (e.g., court filings, claim notices, tax deadlines).
  • Assist trustees with the administration of trust assets (e.g., ownership transfers, asset liquidation and asset transfers).
  • Assemble trust financial accountings from inception to distribution.
  • Prepare, communicate, and track annual life insurance premium notices to trust beneficiaries.
  • Track annual life insurance premium due dates.
  • Correspond with the Internal Revenue Service regarding tax notices.
  • Request taxpayer identification numbers.
Tax Return Preparation
  • Work with clients to gather necessary supporting documents and information for tax filings.
  • Assist attorneys with the preparation of federal and state individual and fiduciary income tax returns, federal estate and federal gift tax returns.
  • Electronically file income tax returns.
  • Assemble and organize necessary supporting documents for paper filings with the Internal Revenue Service.
  • Track individual filing deadlines.
  • Maintain internal electronic files of all submitted tax returns and supporting materials.
Computer Applications Used
  • Microsoft Word, Excel, ProSeries Tax software
Requirements
  • Paralegal Certificate
  • 5 Years of Experience
  • Billable requirement: 1600 hours per year
  • Hybrid work schedule: 2 days remote/3 days in-office
  • Start time: 8:30 am CST or 9 am CST
Behaviors
  • Team Player: Works well as a member of a group
  • Loyal: Shows firm and constant support to a cause
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
  • Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
  • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
  • Self-Starter: Inspired to perform without outside help
  • Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Education
  • Preferred: Bachelor's degree or higher
Experience
  • Preferred: 5 years of related experience
Licenses & Certifications
  • Preferred: Paralegal Certification
Pay Details: $110,000.00 to $120,000.00 per year Search managed by: AnaAlyse Bird

Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.

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