Probate Paralegal/Fiduciary Accountant

The Probate Paralegal/Fidutiary Accountant will provide essential legal support focusing on probate and estate administration.This role is seeking a candidate with 3 years of experience as a paralegal or tax fiduciary accounts.

Client Details

This position is with a long-standing Trusts and Estates firm known for their collaborative teams and high level of service for clients across several offices. This role is onsite in Palm Beach Gardens, FL.

Description

• Prepare and file probate documents, including petitions, inventories, and accountings.
• Assist with estate administration tasks, such as asset collection, valuation, and distribution.
• Communicate with clients to gather necessary information and provide updates on case progress.
• Coordinate with attorneys, financial advisors, and other professionals to ensure seamless case management.
• Maintain accurate and organized client files and legal documentation.
• Research legal and financial matters related to probate and estate planning.
• Monitor deadlines and ensure compliance with court requirements and filing procedures.
• Provide administrative support, including drafting correspondence and scheduling meetings.

Profile

A successful Probate Paralegal/Fiduciary Accountant should have:

• 3+ years of experience as a Paralegal or Tax Fiduciary Accountant.
• Strong knowledge of probate and estate administration processes and legal terminology.
• Degree in Business Administrative is preferred, but not required.
• Excellent written and verbal communication skills.
• Proficiency in legal research tools and software.
• Exceptional attention to detail and organizational abilities.
• Ability to manage multiple tasks and deadlines effectively.
• A collaborative mindset and a client-centric approach.

Job Offer

• Competitive salary based on experience.
• Comprehensive benefits package to support your well-being, including 25 days of PTO.
• Opportunities for professional growth within a long-standing law firm.
• Thirty seven and a half hour work week.
• Supportive and professional work environment.

If you are an experienced Probate Paralegal or Fidutiary Accountant in Palm Beach Gardens, FL looking for a role within an excellent Trusts and Estates firm, we encourage you to apply and take the next step in your career.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.