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Trust & Estates Paralegal ID-11150

LHH is seeking an experienced Trusts & Estates Paralegal to join our client’s dynamic team in Tampa, FL . The ideal candidate will have an extensive background in trusts and estates law, including experience with Form 706 (U.S. Estate Tax Return) preparation and filing.

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Key Responsibilities:



  • Draft and prepare estate planning documents, including wills, trusts, and powers of attorney.


  • Assist with the preparation, filing, and review of Form 706 and other estate tax documents.


  • Manage probate filings and related documentation, including petitions, inventories, and accountings.


  • Provide support for trust administration, including asset transfers, accountings, and distributions.


  • Maintain client files, ensure compliance with applicable laws, and monitor deadlines for critical filings.


  • Communicate with clients, beneficiaries, and court personnel as needed.


  • Assist with research and preparation for court hearings and depositions.


Qualifications:



  • Minimum of 3-5 years of experience as a Trusts & Estates Paralegal.


  • Proven experience with Form 706 and estate tax filings.


  • Strong understanding of probate and trust administration procedures.


  • Familiarity with state and federal tax laws relating to estates and trusts.


  • Excellent communication and organizational skills.


  • Detail-oriented with the ability to handle multiple priorities and meet deadlines.


  • A Paralegal Certificate or a Bachelor’s degree in a related field is preferred.


  • Proficiency in MS Office and legal case management software.


What We Offer:



  • Competitive benefits package.


  • $75,000 -$85,000 annual salary


  • Opportunities for career growth and professional development.


  • A collaborative and supportive team environment.


If you are interested in this outstanding opportunity in Tampa, please submit your resume. We look forward to hearing from you!

Pay Details: $75,000.00 to $85,000.00 per year Search managed by: Tyler Bracken

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.


Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:


  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
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