Paralegal - Private Client

At Taft, we work as one team, driven and committed to helping our clients succeed. A full-service law firm with 625 attorneys and over 1,000 total on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm in the Midwest.

Taft is seeking a paralegal to serve our Private Client team in Taft’s Minneapolis office.

We are seeking a Paralegal with 3-5 years’ trust and estates and tax experience to support our Private Client team in the Minneapolis office. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities:

Assists in the collection, distribution, reporting, and transfer of estate assets.
Prepares inventories and asset schedules from client information.
Prepares financial accounts for estates and trusts, and annual accounts for ongoing trust administrations.
Prepares, with attorney or accountant supervision, state and federal fiduciary income tax returns and state and federal estate and gift tax returns.
Drafts and e-files various probate pleadings and accounting documents, using excellent written communications English and ensuring that resultant documents are error-free and client- or filing-ready.
Prioritizes work and monitors deadlines for the group, ensuring that attorneys are aware of upcoming deadlines.
Communicates with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.
Utilizes specialized estate planning/reporting software.
Enters, reviews, and corrects time charges timely.

Requirements:

3-5 years’ paralegal experience with related legal work.
Paralegal degree/certificate is preferred.
Knowledge of accounting practices and estate accounting/probate matters software.
Working knowledge of the preparation of fiduciary income tax, estate and gift taxation, and returns.
Demonstrated proficient command of the English language, syntax, and standard grammar rules.
Demonstrated strong working knowledge of Microsoft Office programs.
Demonstrated excellent communication and writing skills.
Ability to adapt to workplace stressors and competing priorities.
Must maintain confidentiality of client information.
Must show strong attention to detail and ability to manage and monitor multiple projects and estates at once.
Exhibits excellent interpersonal skills.

Interested candidates should apply to Alycen Cummings, acummings@taftlaw.com.

^{Affirmative Action/Equal Employment Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing.}