Paralegal - Estate/Tax Planning at Jobot
Lexington, KY 40507
About the Job
Comprehensive benefits package including profit sharing!
This Jobot Job is hosted by: Andrea Ankarlo
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $70,000 per year
A bit about us:
We are representing a well-established law firm in Lexington that provides legal services across a broad range of practice areas! They are currently seeking an experienced Paralegal to join their Transaction Practice Group focusing on estate/tax planning.
Why join us?
Job Details
The ideal candidate will have experience in business transactions, business formation, estate planning, estate administration, and tax-related areas. This role offers an opportunity to work on complex cases with seasoned legal professionals, contributing to the successful management and completion of client matters.
Key Responsibilities:
Collaborate with attorneys in preparing tax-related documents and filings. Support tax planning initiatives by organizing and managing tax documentation and assisting with client filings as needed.
Organize and maintain case files and client records to ensure documentation is current, complete, and easily accessible.
Serve as a liaison between attorneys and clients, managing communication and ensuring client needs are promptly addressed.
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Andrea Ankarlo
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $70,000 per year
A bit about us:
We are representing a well-established law firm in Lexington that provides legal services across a broad range of practice areas! They are currently seeking an experienced Paralegal to join their Transaction Practice Group focusing on estate/tax planning.
Why join us?
- 401(k) with company match
- Full health benefits
- Free parking
- HSA
- PTO plan
- Profit sharing
Job Details
The ideal candidate will have experience in business transactions, business formation, estate planning, estate administration, and tax-related areas. This role offers an opportunity to work on complex cases with seasoned legal professionals, contributing to the successful management and completion of client matters.
Key Responsibilities:
- Assist attorneys in preparing and reviewing documents related to business transactions, including mergers and acquisitions, joint ventures, and reorganizations.
- Support clients in the formation of entities, such as corporations, LLCs, partnerships, and other business structures. Prepare and file requisite formation documents and maintain corporate records.
- Support drafting of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives from initial intake meeting through life of the client. Assist in estate administration tasks, including probate filings and asset transfers.
Collaborate with attorneys in preparing tax-related documents and filings. Support tax planning initiatives by organizing and managing tax documentation and assisting with client filings as needed.
Organize and maintain case files and client records to ensure documentation is current, complete, and easily accessible.
Serve as a liaison between attorneys and clients, managing communication and ensuring client needs are promptly addressed.
Qualifications:
- Education: Associate’s or Bachelor’s degree in paralegal studies, or completion of a paralegal certification program.
- Experience: Minimum of 3 years of experience as a paralegal, preferably in transactional, estate planning, tax planning, or related areas.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
60,000 - 70,000 /year
