A natural match if you have 3-5 years of estate planning and administration experience and are comfortable with high-level client communication.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Koley Jessen P.C., L.L.O via Greenhouse
We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We serve as trusted advisors to some of the area’s most prominent individuals, executives, families and business owners to assist them with the accumulation, management, protection and transfer of their wealth. This affords us the opportunity to continually work on sophisticated and challenging projects, creating unlimited learning opportunities and increased levels of engagement for our team members. Our collaborative and team-oriented culture drives our ability to serve our clients’ needs.
As an Estate and Trust Planning and Administration Paralegal, you will assist attorneys, senior paralegals and clients with the implementation and funding of estate plans and also with the process of settling the estates of clients’ loved ones. You will have access to the resources of a large firm, but also have the opportunity to learn and grow with sophisticated and challenging work.
Job responsibilities include:
Assisting supervising attorneys in the preparation of estate planning documents and property schedules
Coordinating asset transfers involving financial accounts, business interests (e.g., corporate stock and LLC units) and real estate, and preparing related transfer documentation (pre- and post-death)
Preparing court pleadings for probates, Nebraska inheritance tax proceedings and guardianship / conservatorship proceedings
Gathering, analyzing, reconciling and documenting information on the value and title of estate / trust assets, debts, and expenses
Communicating directly by phone and written correspondence with clients, other professional advisors, executors / trustees, beneficiaries and court personnel
Preparing and assembling initial drafts of Federal estate tax returns, Federal gift tax returns, Nebraska Inheritance Tax Worksheets and related documentation for review by senior paralegals and supervising attorneys
Who we want:
A focused and organized professional with precise attention to detail and a desire to deliver impeccable service for clients
A critical thinker with exceptional written and oral communication skills and the ability to simplify and explain complex topics to clients in an understandable manner
An organized project manager who can balance multiple projects at various stages, while ensuring timely completion of work and meeting all deadlines
A dedicated and driven individual who wants to be a part of a larger team to help guide clients through the estate / trust planning and administration process
An individual with a growth mindset who wants to develop his or her skills and assist the team in the pursuit of continuous improvement
What you need:
At least 3-5 years of paralegal experience, preferably in the estate / trust planning and administration area
Experience preparing probate administration documents and related pleadings
Experience preparing Nebraska Inheritance Tax Worksheets and related pleadings
Proficiency with the Microsoft Office suite of programs, including in particular Excel, and other computer / software technologies
Excellent communication skills
Excellent time management abilities and proactive management of deadlines
Keen attention to detail
The ability to work effectively in a team environment
Excellent academic and professional credentials
Additional preferred credentials that will be considered as highly valuable for this position:
Paralegal degree from an accredited paralegal program
Paralegal certificate
Certified Public Accountant license
Koley Jessen Offers:
A people-focused and results-orientated culture;
Programs and activities to enhance your wellbeing;
Continuous learning and professional development opportunities;
Competitive salary and a robust benefits package including medical, dental, vision, life and long-term disability insurance options, 401(k) with Firm contribution, and Employee Assistance Programs;
A beautiful central Omaha office equipped with modernized workspaces.
Koley Jessen celebrates, supports and promotes diversity and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law.
Koley Jessen participates in E‑Verify. Please review the required notices below prior to submitting your application.
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