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microsoft office subpoenas ndas trusts & estates estate tax returns form 706📋 Description
- The Paraprofessional will be responsible for assisting the firm’s Trusts & Estates group and Legal Department.
- Assist trust administration at the direction of tax professionals.
- Review and summarize trust documents; information gathering and tracking.
- Prepare or review estate tax returns (Form 706) and gift tax returns (Form 709); prepare or review accountings.
- Handle CPA licensing, business registrations, and compliance filings for firm entities; draft, review, and maintain NDAs and engagement agreements.
- Assist with subpoenas and corresponding document productions.
🎯 Requirements
- Strong knowledge of post death trust administration
- Understanding of tax-exempt organizations a plus
- Ability to research statutes and regulations applicable to CPA firms
- Experience reviewing NDAs and handling subpoenas and document productions
- Excellent verbal and written communication skills
- Superior organization skills and attention to detail
- Advanced computer skills, including Word, Excel, Outlook, PowerPoint
- Extensive experience interacting directly with clients and keeping them informed
- Ability to interact well with tax professionals, attorneys, staff and third-party vendors
- Notary Public a plus
- 3+ years paralegal experience focusing on trusts and estates
🎁 Benefits
- Benefits: see the Benefits section on the Careers page.
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