Qualifications & Experience:

Bachelor’s degree or equivalent combination of experience and education required.
Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals.
Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation.

Key Words:

Legal Secretary

Paralegal

Estate Planning

Wealth

tax

Legal

Law

Bachelor’s Degree Requirement: No