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Description

We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of our detail-oriented services team in Minneapolis, Minnesota. In this role, you will be teaming up with attorneys to handle complex estates and trusts, engaging directly with clients, and handling various tax-related tasks. More more information, please apply today.

Responsibilities:

• Collaborate with attorneys to manage all stages of administering intricate estates and trusts, including the creation of Court documents, accountings, and distribution plans.

• Directly interact and communicate with clients, providing them with comprehensive assistance and support.

• Collect and evaluate tax data, pinpointing any issues and formulating resolutions, and create tax planning models and projections.

• Develop intricate estate planning tax projections to assist clients in understanding potential future scenarios.

• Carry out the preparation of various tax returns, including fiduciary, estate, gift, and GST, individual and related entities, and respond to tax notices and correspondence.

• Prepare revised returns and provide assistance during audit processes or tax court proceedings.

• Compose basic wills and revocable trusts, ensuring all documents are legally sound and meet client requirements.

Requirements

• Demonstrated proficiency in drafting Wills

• Extensive experience in handling Revocable Trusts

• Ability to prepare and file Estate Tax Return

• Experience in Fiduciary Income Tax Return preparation

• Bachelor's degree and/or paralegal certificate

Benefits Overview:

• Health, Dental and Vision Insurance

• 401(k) with firm contribution

• Basic Life Insurance

• Short and Long Term Disability

• Paid Leave Benefits

• Pre-tax reimbursement accounts

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .