At Polsinelli, What a Law Firm Should Be, is not just our tagline, it is what we live every day. We strive to create an environment where our team members are encouraged to bring their creativity and professional passions into the workplace so that they can thrive. Are you a people person who has a keen eye for detail, thrives in a professional environment and wants to be part of a dynamic team? We have the perfect role for an engaging professional like you! Polsinelli PC is looking for a Trusts & Estates Paralegal in our Kansas City office.
CORE RESPONSIBILITIES
Trust and Estate Administration
- Guide executors/personal representatives in the administration of probate estates and manage details
- Assist attorneys with establishing probate administrations in various jurisdictions
- Track estate financials for probate filings and prepare accountings reporting the financial activity
- Prepare probate court filings
- Track deadlines (i.e., court filings, claim notices, tax deadlines)
- Assist trustees with the administration of trust assets (i.e., ownership transfers, asset liquidation and asset transfers)
- Assemble trust financial accountings from inception to distribution
- Prepare, communicate, and track annual life insurance premium notices to trust beneficiaries
- Track annual life insurance premium due dates
- Correspond with the Internal Revenue Service regarding tax notices
- Request taxpayer identification numbers
Tax Return Preparation
- Work with clients to gather necessary supporting documents and information for tax filings
- Assist attorneys with the preparation of federal and state individual and fiduciary income tax returns; federal estate and federal gift tax returns
- Electronically file income tax returns
- Assemble and organize necessary supporting documents for paper filings with the Internal Revenue Service
- Track individual filing deadlines
- Maintain internal electronic files of all submitted tax returns and supporting materials
Computer Applications Used
- Microsoft Word, Excel, ProSeries Tax software
Requirements:
- Paralegal Certificate
- 5 Years’ Experience
- Billable requirement: 1600 hours per year
- Hybrid – 2 days remote/3 days in-office
- Start time for this role will be either 8:30am CST or 9am CST
#IND-123
Polsinelli PC is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to gender identity and expression, race, color, religion, sex, national origin, sexual orientation, age, disability, ancestry, marital status, military or veteran status, or any other characteristic protected by law. #IND123
Preferred
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5 year(s): Related experience.
Preferred
Preferred
Preferred
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Team Player: Works well as a member of a group
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Loyal: Shows firm and constant support to a cause
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Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
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Dedicated: Devoted to a task or purpose with loyalty or integrity
Preferred
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Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
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Self-Starter: Inspired to perform without outside help
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Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)