
Trusts and Estate Paralegal - Cleveland
McDonald Hopkins, Cleveland, OH, United States
McDonald Hopkins is seeking a full-time, qualified Trust and Estate Paralegal to join our Cleveland, OH office. Organizational skills and attention to detail are extremely imperative to succeed in this role. The ideal candidate will have at least 5 years of experience and have a strong understanding of trust and estate administration.
Responsibilities include but are not limited to:
Prepare estate tax returns (Form 706) and fiduciary income tax returns (Form 1041)
Meet with clients, trustees and family members
Communicate with beneficiaries
Draft correspondence and legal documents
Arrange assets and tax spreadsheets
Revise bank statements and prepare accountings
Qualifications:
Strong verbal and written communication skills
Ability to analyze and problem solve
Multitask, prioritize, and meet deadlines
Team player with the ability to work both independently and collaboratively
Proficient in Adobe, Microsoft Office Suite, advanced in Microsoft Excel
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