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About Our Firm

Our client, a dynamic and rapidly expanding law firm based in the vibrant city of Houston, is seeking to fill a key role in their team. We are currently looking for an experienced Paralegal who specializes in Tax and Estate Planning. This is a full-time position, Monday through Friday, offering a permanent opportunity for the right candidate.

Key Responsibilities

• Attend and document initial client meetings and/or phone conferences as requested by the attorney.
• Create initial drafts of wills, trusts, and durable powers of attorney for attorney review.
• Assist in updating beneficiary designations to align with new estate planning documents.
• Maintain a comprehensive list of ongoing gift tax returns and prepare the necessary U.S. Gift Tax Return (Form 709).
• Keep track of important deadlines related to multiple estates.
• Prepare essential documents to initiate the probate / administration process.
• Organize logistics and provide support during client meetings and document signings.
• Facilitate real estate and tangible personal property appraisals.
• Compile and assess the decedent's debts and administration expenses to determine possible deductions.
• Prepare various documents, including Federal Form 706, State Estate & Inheritance Tax Returns, and Federal Form 8971.
• Coordinate the response to additional information requests from tax authorities.
• Draft waivers of accounting and approval of administration for beneficiaries.
• Prepare formal, scheduled accounting for submission to the Court and the Attorney General.
• Support the funding of marital and non-marital trusts, as well as the asset transfer process to beneficiaries.

Qualifications

• Excellent oral and written communication skills.
• Extraordinary organizational abilities with a strong focus on meeting deadlines.
• Attentive to detail and possesses a dedicated work ethic with exceptional multitasking skills
• Self-motivated, exhibits a strong work ethic, and takes pride and ownership in their work product.

Education and Experience

• A college degree is a requirement for this position.
• Preference will be given to candidates who possess a Paralegal Certificate or an equivalent combination of skills and experience.
• Prior experience working as a Paralegal, preferably one or more years, is preferred.