Paralegal Private Client Jobs (NOW HIRING)

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 trust settlement and administration.
• Knowledge of relevant Florida law, including estate and trust administration rules and procedures and experience with probate matters software and Florida e-portal/e-filing systems.
• Preferably has a Working knowledge and experience preparing federal estate, gift, and fiduciary income tax returns.
• Strong working knowledge in the application of Microsoft Office programs.
• Displays strong attention to detail as well as critical thinking.
• Ability to proactively manage multiple projects and administration matters simultaneously.
• Strong analytical and organizational skills.
• Sound judgment, including the ability to identify and escalate issues.
• Excellent oral and written communication skills.
• Ability to prioritize, multi-task and meet deadlines.
• Ability to adapt to workplace stressors and competing priorities. Must maintain confidentiality of client information.

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.

Careers at Taft
Our employees are people who thrive in a collaborative and fast-paced work environment. Taft’s lawyers and professional staff believe strongly in the value of our legal work. We believe that client service is our first, and most important, job. At Taft, success is measured in more than billable hours. This philosophy allows us to be active participants and leaders in our communities. Taft can help you create a long, rewarding, and meaningful career.

In addition, Taft is a signatory to the American Bar Association Well-Being Pledge, designed to support mental health and overall well-being for Taft’s attorneys and staff through education, firm policies, and intentional workplace culture.

We integrate inclusion into the fabric of what we do. We look for talented, dynamic, and innovative thinkers for our legal team. If you’re interested in joining our team, we encourage you to review our open positions and learn more about our firm.

Inclusion and Opportunity
Taft knows that people with varied experiences bring creative thinking, multiple perspectives, and innovative problem-solving techniques to issues in the practice of law. We are committed to fostering a culture among our attorneys and professional support staff that values different points of view from all team members.

Mentoring and Retention
No matter how talented or well educated, becoming a successful lawyer requires input and support from people who have already achieved that success. Research shows that careers profit from having someone in your corner. We want to be a champion for your career. Learn how Taft supports and emphasizes mentorship programs, as well as individual mentoring and sponsoring for our attorneys.

Professional Development
We grow when our employees thrive, so we make it a priority to provide the tools and resources our team needs to succeed. See how Taft can support your professional growth.