Private Wealth Services Paralegal

Gunster•Tampa, FL
•Onsite

About The Position

Gunster is seeking a full-time Private Wealth Services Paralegal for its Tampa office or one of its South Florida offices. The role calls for thorough knowledge of estate and trust administration and a strong understanding of estate planning, tax, and accounting concepts. The successful candidate will communicate effectively in writing and verbally, use estate administration and tax-related software, and manage multiple priorities in a fast-paced environment. Tax experience is a plus.

Requirements

  • Undergraduate degree and/or CP or FRP designation.
  • Minimum of three years of paralegal experience.
  • Thorough knowledge of estate and trust administration.
  • Strong understanding of estate planning, tax, and accounting concepts.
  • Excellent written and verbal communication skills.
  • Proficiency with estate administration and tax-related software.
  • Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

  • Tax experience.

Benefits

  • Medical, dental, and vision insurance.
  • Firm-paid life and disability insurance.
  • Wellness program and Employee Assistance Program (EAP).
  • Paid time off and 10 paid holidays.
  • Paid parental leave and paid community service opportunities.
  • Tuition reimbursement.
  • 401(k) plan with employer matching and profit-sharing contributions.
  • Annual holiday bonuses.
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