Paralegal - Private Client (Detroit)

We are seeking a Paralegal with 3-5years' trust and estates and tax experience to support our Private Client team in the Detroit 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 attorneys in representing clients in estate planning and probate matters
• Assists in the collection, distribution, reporting, and transfer of estate assets.
• Prepares inventories and asset schedules from client information.
• Prepares financial accounts for estates and trusts, and annual accounts for ongoing trust administrations.
• Public records research and document preparation.
• Drafts and e-files various probate pleadings and accounting documents, using excellent written communications English and ensuring that resultant documents are error-free and client- or filing-ready.
• Prioritizes work and monitors deadlines 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.
• Utilizes and demonstrates proficiency with specialized estate planning/reporting software.
• Enters, reviews, and corrects time charges timely.

Requirements:

• 3-5 years' paralegal experience with related legal work.
• Paralegal degree/certificate is preferred.
• Knowledge of accounting practices and estate accounting/probate matters software; experience with Estate Works or other probate/estate software is strongly preferred.
• Working knowledge of the preparation of fiduciary income tax, estate and gift taxation, and estate tax returns.
• Demonstrated proficient command of the English language, syntax, and standard grammar rules.
• Demonstrated strong working knowledge of Microsoft Office programs.
• Demonstrated excellent communication and writing skills.
• Ability to adapt to workplace stressors and competing priorities.
• Must maintain confidentiality of client information.
• Must show strong attention to detail and ability to manage and monitor multiple projects and estates at once.
• Exhibits excellent interpersonal skills.

Interested candidates should apply here.