RIM Recruitment Professionals is partnering with a well‑established and growing firm in the Naples area to add an experienced Trusts & Estates Paralegal to their Private Client team. This role supports a busy practice handling estate and trust administration, tax‑related filings, and client communication. The firm offers a hybrid work environment, strong benefits package and a professional, collaborative environment.
Key Responsibilities
Assist with the collection, distribution, reporting, and transfer of estate assets
Prepare inventories, asset schedules, and related documentation for estate and trust administrations
Draft and e‑file probate pleadings, trust administration documents, and accounting filings
Prepare state and federal fiduciary income tax returns, estate tax returns, and gift tax returns (with attorney or accountant supervision)
Monitor filing deadlines, case schedules, and proactively alert attorneys to upcoming requirements
Communicate with attorneys, clients, and team members regarding case status and next steps
Edit and proofread documents for accuracy and compliance with federal and state laws and local rules
Serve as liaison between attorneys and clients throughout the administration process
Utilize specialized estate and trust administration software and tax preparation tools
Enter, review, and correct time entries in a timely manner
Qualifications
5+ years of experience in Florida estate and trust administration
Formal paralegal training from an accredited or ABA‑approved program (four‑year degree preferred)
Strong knowledge of Florida probate rules, trust administration procedures, and e‑filing systems
Experience preparing federal estate, gift, and fiduciary income tax returns preferred
Proficiency with Microsoft Office Suite
Exceptional attention to detail and strong critical‑thinking skills
Ability to manage multiple matters simultaneously and prioritize effectively
Strong analytical and organizational skills
Sound judgment with the ability to identify and escalate issues appropriately
Excellent written and verbal communication skills
Ability to maintain confidentiality and adapt to competing priorities
What’s Offered
Competitive compensation
Strong benefits package
Opportunity to join a respected and growing Private Client practice
Professional, supportive team environment
Hybrid work environment
How to Apply Please apply today to be considered or email your resume directly to Lauren Ballard, LBallard@rimrp.Com
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