Paralegal

In your role with FORVIS Private Client, you will be an integral member of the Private Client team assisting in the estate tax compliance process and other related estate administration.

• Providing high-level support and leadership to the Estate Compliance - Center of Excellence Team
• Meeting with clients and Center of Excellence Team concerning estate matters
• Providing substantial client contact and correspondence
• Working closely with the Tax Leadership Team on new and existing estate matters.
• Being a resource for special projects, at the request of the team, which may include disseminating and gathering information from multiple sources/parties, taking the initiative to follow up with relevant parties to ensure project requests are received timely, arranging meetings, monitoring deadlines, and performing data entry
• Providing Administrative and Project leadership through coordinating and managing workflow deadlines and processes
• Assisting with internal risk management by maintaining and filing various report documents, billing information, personnel information, and practice management documents
• Coordinating with clients in a timely manner to set up consultations, participating in discussions with clients and documenting agenda and action steps for execution, collecting information, analyzing existing documents, diagram interpretation of legal documents,
• Developing processes and policies of the organization in collaboration with the Center of Excellence Team

• Compiling information, computations, and assisting with Federal and State estate/inheritance tax returns
• Supervising and coordinating the collection and transfer of assets, payment of debts, administrative expenses, and the distribution of assets to beneficiaries for probate estates and funded trusts, as needed
• Ensuring timely filing of tax returns
• Communicating with financial institutions, advisors, attorneys, and other relevant parties to administer the estate compliance and administration processes
• Organizing and maintaining estate compliance documents and files (both hard copies and digital)
• Conducting research within various research platforms as needed.
• Preparing, formatting, and modifying documents and presentations including correspondence, reports, drafts, practice aids, memos, and emails
• Creating client contracts and statements of work
• Developing work budgets and fee estimations/proposals

• Client Service Focused
• Skill at Multi-tasking with a high degree of efficiency
• Detail-oriented with strong organizational skills
• Excellent writing, communication, and follow-up skills
• Ability to manage multiple deadlines and work in a fast-paced environment
• Ability to maintain strict confidentiality
• Ability to work in a fast-paced environment with a keen sense of urgency
• Ability to think critically and proactively, and remain effective under pressure
• Problem-solving skills with the ability to work collaboratively and independently

• Associates degree or equivalent experience
• 3 plus years of Trust, Estate, and Probate experience
• Experience reading and understanding legal documents including Wills, Trusts, etc.
• Proficiency with Microsoft Office Suite
• Experience in general legal research and familiarity with probate process/administration
• Experience in obtaining court documents

• Bachelor’s Degree
• Paralegal Certification
• Experience with implementing new processes
• Proficient in the administration of probate estates
• Experience in preparation of Federal Estate/Gift Tax Returns
• Proficient in EVP Systems EstateVal, Thomson Reuters GoSystem Tax RS, & CaseWare
• Notary or willingness to become a notary