Tax, Trusts & Estates Legal Assistant

Provide administrative support to tax, trusts and estate planning attorneys Prepare correspondence and legal documents Maintain client contact by phone and correspondence about estate plans Prepare, revise, proofread and redline transactional documents Create and transmit correspondence to clients and government agencies Organize and prepare estate planning binders Manage attorney calendars and schedule meetings Arrange travel Track certified mailings and overnight deliveries Prepare new client/matter intake packages Transcribe voice recordings Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports Assist with overflow work and miscellaneous tasks as needed Requirements High School Diploma or equivalent Associate degree or higher preferred Minimum 2 years' experience in tax, trusts and estate planning or administration Paralegal certificate from ABA approved program a plus Superior organizational skills Ability to balance competing priorities Keen attention to detail Excellent communication abilities High degree of professionalism Ability to work independently Ability to work as a member of a dynamic tax, trusts and estate planning team Core Competencies Demonstrates strong administrative support capabilities in tax, trusts, and estate planning, with a focus on document preparation, client communication, and organizational skills. Proficient in managing attorney schedules and collaborating effectively within a legal team environment. Highest-signal resume keywords Tax, Trusts, And Estate Planning Experience Document Preparation And Proofreading Client Communication Organizational Skills Paralegal Certificate ATS Optimization Keywords Hard Skills Document Preparation Legal Correspondence Transactional Document Redlining Client Intake Packages Calendar Management Travel Arrangement Mail Tracking Voice Recording Transcription Vendor Payment Processing Expense Report Management Soft Skills Organizational Skills Attention To Detail Communication Abilities Professionalism Ability To Work Independently Certifications & Qualifications Paralegal Certificate Industry Keywords Tax Planning Trusts Estate Planning Legal Administration ABA Approved Program #J-18808-Ljbffr Jobtailor