Senior Private Clients / Trusts amp Estates Paralegal

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Senior Private Clients / Trusts & Estates Paralegal

Duties: Under the supervision of a lawyer, values assets, prepares accountings related to trust and estate administration and various tax returns including federal estate tax, fiduciary income taxes, and PA taxes. Prepares drafts of various estate plan documents, codicils, agreements, forms, and status reports. Prepares and delivers communications to clients, estate administrators, beneficiaries, and interested parties. Researches simple to complex legal and factual issues and summarizes for internal and external review and use. Assists with the creation, organization, and maintenance of forms, client materials, and attorney work products in software and databases including Microsoft Word, Microsoft Excel, Lackner 6 - 1, ProSystems, Zcalc, SuperForms, TaxInterest, Tiger Tables, etc. Assists with ongoing administrative client matters including preparation of routine EINs tracks various calendaring events, tracks billable and non-billable time and inputs into the timekeeping system, and adheres to the firm’s administrative standards.

Company info

K & L Gates LLP
210 Sixth Avenue
Pittsburgh
Pennsylvania
United States 15222-2613
Website : http://www.klgates.com