Legal Assistant Private Client Services

Grayrobinson, P.A. • Lakeland, FL

304d

About The Position

GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an immediate opening in our Lakeland office for a Private Client Services Legal Assistant with 5+ years of wealth transfer, estate planning, trust administration and probate experience, including preparation of estate, gift and fiduciary income tax returns and electronic filing of probate court documents.

Requirements

• 5+ years of experience in wealth transfer, estate planning, trust administration, and probate.
• Experience with preparation of estate, gift, and fiduciary income tax returns.
• Strong attention to detail and effective proofreading skills.
• Excellent organizational and multi-tasking abilities.
• Proficient in Microsoft Office (Outlook, Word, Excel).

Nice To Haves

• Experience with GEMS and/or Prosystems or other estate tax return software.

Responsibilities

• Assist with wealth transfer, estate planning, trust administration, and probate matters.
• Prepare estate, gift, and fiduciary income tax returns.
• File probate court documents electronically.
• Proofread and draft legal documents.
• Communicate effectively with clients and team members.

Benefits

• Competitive salary
• Comprehensive benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services