Skip to content

This website works best using cookies which are currently disabled.Cookie policy  Allow cookies
JobServe
 

Job Application

 
 
 

Please answer the following questions in order to begin the process of your application.

 
 
Email Address *
 
 
 
File Attachments:
(2MB file maximum. doc, docx, pdf, rtf or txt files only)
 
Attach a Resume * 
 
 
 * denotes required field
 
 
 

Key Privacy Information

When you apply for a job, JobServe will collect the information you provide in the application and disclose it to the advertiser of the job.

If the advertiser wishes to contact you they have agreed to use your information following data protection law.

JobServe will keep a copy of the application for 90 days.

More information about our Privacy Policy.

 
 

Job Details

 

Paralegal (Full Time)

Location: Cleveland, Ohio Country: United States of America
 

We are currently seeking candidates for a Paralegal position within our downtown Cleveland office. This position will support members of the Personal & Succession Planning practice group.

Position responsibilities include but are not limited to the following:

Estate Administration

  • Prepare initial probate papers.
  • Value assets, either manually or by use of computer programs, including required research.
  • Prepare probate inventories and accountings, and other court required filings.
  • Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
  • Contact court and other agencies in order to process filings, record deeds and other conveyances, and when required, to personally file estate documents.
  • Arrange distributions to or on behalf of beneficiaries.
  • Draft deeds and other transfer documents to fund revocable trusts.
  • Research state and county records to obtain information on business entities and heirs.
  • Meet with Probate Court Magistrates as needed.

Trust Administration - Inter Vivos Trusts

  • Review Brokerage Statements.
  • Arrange distributions to or on behalf of beneficiaries.
  • Prepare reports to beneficiaries.

Tax Compliance

  • Prepare federal estate tax returns and Form 8971.
  • Prepare federal gift tax returns.
  • Prepare federal and state fiduciary income tax returns for estates and trusts.
  • Preparation of federal, state and local individual income tax returns.

Qualified candidates will have a four year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred. Must have familiarity with the Ohio Probate Law and Microsoft Office programs. Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, Brentmark Charitable Financial Partner, GEMS (Gillette Estate Management System) 706-OH, Forms 990 PF and 5227. Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary. Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.


Posted Date: 24 May 2019 Reference: CB Company: Thompson Hine LLP Contact: Human Resources