Estates Paralegal

*** Non Recruiters Job ***   FBT Gibbons is currently searching for a full-time Paralegal to join our Tax, Benefits and Estates Practice Group in our Cincinnati office. This role will assist our attorneys in preparing legal documents, conducting research and facilitating communication for the transfer of assets. Key Responsibilities: Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, and tax documents. Coordinate and communicate with financial planners, Certified Public Accountants, and other outside FBT Gibbons individuals for transfer of assets during the lifetime of a client or after the death of a client. Conduct research related to real estate titling at various Courthouses or online searches. Prepare documents to transfer real estate as necessary. Prepare corporate documents and minute books as necessary. Perform document production review and indexing. Organize and compile client-related documentation. Prepare various IRS and State Level Tax Return documents, including but not limited to Federal Estate Tax Returns, Federal Gift Tax Returns, and associated state-level Returns. Assist with drafting of correspondence, court filings, transfer documents, and other ancillary documents. Maintain client related electronic files. Schedule conferences, client related meetings, and other court appearances. Job Requirements: Associates degree or Bachelor’s degree with a major in paralegal studies, OR A Bachelor’s degree with an unrelated major, and have: A certificate from an ABA approved paralegal training program specializing in the area for which the candidate is being considered; or Two year’s experience in the area of specialization for which the candidate is being considered or other comparable experience; or Unique qualifications, experience, or training which fill a specific need within FBT Gibbons. Minimum of 3 years of experience as a paralegal or in other legal/tax services roles. Experience with the Internal Revenue Code preferred. Strong oral and written communication skills. Proficient using Excel, Word and other database and document assembly software. Must be detail oriented, efficient, and able to coordinate multifaced projects with a minimum of supervision. Ability to problem solve, set priorities and to ask questions when needed. FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. #LI-hybrid Frost Brown Todd does not accept, and will not be bound or limited by, unsolicited submissions from search or placement agencies for associate-level positions. Similarly, Frost Brown Todd does not accept, and will not be bound or limited by, unsolicited submissions from search or placement agencies for lateral partner level positions, absent a pre-existing contract with the agency or a request and acceptance of engagement prior to submission of candidate information. All requests to submit a candidate for presentation must include a blind summary of the candidate without disclosing his or her identity. Requests must be sent to legalrecruiting@fbtlaw.com. No requests should be sent to attorneys or other personnel. Frost Brown Todd will not accept or be bound or limited by unsolicited submissions of employment candidates except in instances where the firm provides express agreement. Additionally, search or placement agencies are prohibited from posting or advertising any of our firm’s positions and from summarizing or reproducing any of our firm’s advertisements without our express prior approval.