6 days old

Senior Paralegal

San Francisco, CA 94102
Perkins Coie understands your career is about choices, not trade-offs. We're dedicated to providing an atmosphere that encourages you to pursue your definition of success. Click HERE to learn more. Please click HERE for more information. Perkins Coie is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability or any other category prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination. Learn more HERE Read the full 2022 report HERE Learn more HERE Learn more HERE Learn more HERE Job Description: At Perkins Coie, we look for individuals that are self-motivated, dedicated to providing value and superior services and, above all, people who have a high degree of integrity and enthusiasm for their work. Weve created a company culture that is based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work for one of the 100 Best Workplaces in America, get great health insurance, tuition reimbursement, your birthday off, and paid sabbaticals. GENERAL PURPOSE The San Francisco office of Perkins Coie is seeking an experienced Trust & Estate Paralegal to join our Personal Planning group. In this position, the paralegal will be working with a team of attorneys and be responsible for administering all aspects of estate and trust administration, including drafting probate court documents, estate inventories, and accountings, preparing federal and state estate tax returns, preparing federal gift tax returns, and drafting correspondence to beneficiaries. ESSENTIAL FUNCTIONS These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation. Handling California trust and estate administrations from start to finish with attorney supervision, including, but not limited to: Assisting in the analysis, calculation, or preparation of asset and gift summaries using Excel, zCalc, and/or NumberCruncher software. Preparing documents related to the transfer of assets, including deeds, notices of withdrawal rights, and assignments. Preparing documents to comply with reporting requirements for change in ownership of California real property. Attending meetings or participating in conference calls with clients. Communicating with CPAs, advisors, and appraisers. Handling California probates and trust administration from start to finish with attorney supervision. Preparing other California probate court petitions such as Heggstad petitions, 850 petitions, and petitions to modify irrevocable trusts. Preparing gift and estate tax returns. Possible additional functions of the job. Forming closely held entities, drafting entity agreements, and assisting with state filings and other ongoing maintenance of entities. SPECIFIC SKILLS REQUIRED Advanced proficiency in Microsoft Word, Excel, and PowerPoint. Demonstrated knowledge and experience with probate and trust administration matters. Previous, recent experience preparing gift and estate tax returns. Ability to express oneself effectively, both verbally and in writing. Ability to handle multiple tasks and concurrent deadlines and communicate the status of projects. Ability to analyze data and organize it for presentation to clients. Ability to work independently upon receiving assignments. Possess a client-focused approach to work and be able to handle multiple assignments efficiently. Work well under pressure and have the flexibility to assist teams in meeting client demands on accelerated schedules. The ideal candidate must have a strong work ethic, be a self-starter, and operate with strong initiative to meet billable requirements. EDUCATION AND EXPERIENCE Bachelors degree and at least three years recent experience in probate and trust administration in a medium or large law firm or equivalent. Recent experience with tax preparation software is preferred.
Posted: 2022-11-24 Expires: 2022-12-30

Perkins Coie understands your career is about choices, not trade-offs. Named one of the country's "100 Best Places to Work For" by FORTUNE magazine for 13 consecutive years, we provide an exceptional foundation on which to continue or expand your practice. During the past three years, we have hired more than 200 lateral attorneys firmwide at all experience levels. Our attorneys have broad and diverse backgrounds both within and outside the practice of law. By focusing on outstanding client service, superior legal work and generous pro bono and community involvement opportunities, we're dedicated to providing an atmosphere that encourages you to pursue your definition of success--both inside and outside the office.

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Senior Paralegal

Perkins Coie LLP
San Francisco, CA 94102

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