Estate Paralegal – Charleston, WV
Bowles Rice LLP, Charleston, WV, United States
Overview
Bowles Rice is a well‑established, multi‑office regional full‑service law firm seeking a paralegal to join our robust tax team. The role involves serving as the primary point of contact for clients, beneficiaries, fiduciaries and financial institutions, independently managing the administration of estates and trusts, and ensuring all filings and deadlines are met.
Responsibilities
Serve as the primary point of contact for clients, beneficiaries, fiduciaries, and financial institutions.
Independently manage the administration of estates and trusts from initiation through closing.
Draft probate petitions, notices, correspondence, and closing documents.
Identify and gather estate assets and prepare detailed inventories.
Prepare West Virginia tax returns, federal estate tax returns, and fiduciary accountings.
Coordinate with attorneys, accountants, financial advisors, and court personnel for timely and accurate filings.
Track deadlines, manage workflows, and proactively identify and resolve issues.
Qualifications
Direct experience in estate and trust administration, managing matters independently from beginning to end.
Strong proficiency with Microsoft Word, Excel, and Outlook.
Exceptional organizational skills, attention to detail, and the ability to manage multiple matters simultaneously.
Professional communication skills and a high level of client‑service orientation.
Ability to work independently while contributing to a collaborative team.
Must successfully complete all required background screening, including criminal.
Benefits Competitive salary and an excellent benefits package within a professional and collegial work environment where your contributions are valued and appreciated.
Equal Opportunity Employer An Equal Opportunity Employer.
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Responsibilities
Serve as the primary point of contact for clients, beneficiaries, fiduciaries, and financial institutions.
Independently manage the administration of estates and trusts from initiation through closing.
Draft probate petitions, notices, correspondence, and closing documents.
Identify and gather estate assets and prepare detailed inventories.
Prepare West Virginia tax returns, federal estate tax returns, and fiduciary accountings.
Coordinate with attorneys, accountants, financial advisors, and court personnel for timely and accurate filings.
Track deadlines, manage workflows, and proactively identify and resolve issues.
Qualifications
Direct experience in estate and trust administration, managing matters independently from beginning to end.
Strong proficiency with Microsoft Word, Excel, and Outlook.
Exceptional organizational skills, attention to detail, and the ability to manage multiple matters simultaneously.
Professional communication skills and a high level of client‑service orientation.
Ability to work independently while contributing to a collaborative team.
Must successfully complete all required background screening, including criminal.
Benefits Competitive salary and an excellent benefits package within a professional and collegial work environment where your contributions are valued and appreciated.
Equal Opportunity Employer An Equal Opportunity Employer.
#J-18808-Ljbffr