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Beacon Hill Legal is partnering with a highly reputable law firm in Kansas City, MO, to recruit an experienced Trusts & Estates Paralegal. This is an excellent opportunity to join a respected team and contribute to a full range of estate planning and administration matters.
Responsibilities:Assist attorneys and senior paralegals with estate administration, trust funding, and preparation of legal documents.
Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
Manage trust financial records, perform trust accounting, reconcile broker statements, and handle payables and bank deposits.
Obtain, review, and reconcile 1099s and K-1s.
Support revocable and irrevocable trust funding and administration (pre- and post-death).
Handle probate administration, including drafting probate pleadings.
Maintain ongoing communication with clients, financial advisors, and other professionals.
Manage client case files and electronic databases efficiently.
Provide high-quality client service while meeting the annual billable requirement of 1,500 hours.
Supervise records management tasks when necessary.
Ensure compliance with firm policies and maintain professionalism in all interactions.
Qualifications:5+ years of Trusts & Estates paralegal experience strongly preferred.
Associate's degree required; Bachelor's degree or Paralegal Certificate from an ABA-approved program preferred (substantive experience may substitute for education).
Strong communication, organizational, and analytical skills.
Ability to manage multiple priorities in a fast-paced environment.
Experience with Microsoft Office; familiarity with tax and trust accounting software (e.g., GEMS, BNA, ProSystems, EVP) is a plus.
Prior exposure to corporate or real estate matters beneficial.
Proven case management experience and attention to detail.
Ability to work independently while also collaborating within a team environment.
L08773 - AXS_1757622384 To Apply for this Job Click Here