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Schwabe, Williamson & Wyatt has an opening for a full-time Paralegal in the Business and Transactions Department in its Portland, Salem, Vancouver or Seattle offices.
This position requires a minimum of seven years of estate and trust administration legal experience in Oregon, excellent organizational abilities, attention to detail, and the ability to work independently and take ownership over assignments and work product in a fast-paced work environment. The position has substantial client contact as well as interaction with other professionals and court staff on a regular basis.
Essential Functions:
Collect, evaluate, maintain and monitor estate and trust assets, income, and expenses.
Facilitate asset transfers and distributions.
Prepare annual and final accountings along with all supporting documents.
Compile tax information and prepare estate tax returns and gift tax returns.
Draft estate planning documents.
Competencies:
Ability to manage a matter from start to finish, independently and as part of the team.
Excellent communication and writing skills.
Ability to work effectively under deadlines.
Preferred Computer Skills:
Microsoft office suite, including Word, Excel, Outlook
Filesite
Intapp
Estate Works
Tax preparation software (Knowledge of GEMS is a plus)
Required Education and Experience:
Knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents
Bachelor’s degree and/or Paralegal certificate is preferred. Any satisfactory combination of experience and education will be considered.
Seven years of Estate Planning and Probate Paralegal experience.
Experience in drafting estate planning documents.
Experience in Washington and California estate and trust administration is a plus.
Interested and qualified candidates should submit a cover letter and resume ‎to Melissa Tofell, Legal Support Services Manager, at ****
Schwabe, Williamson & Wyatt provides a team-oriented working environment, offering competitive salaries and excellent benefits including medical, dental, ‎vision, life, LTD, 401(k)/profit sharing retirement, tuition reimbursement, EAP, transit ‎subsidy, and paid time off.
All qualified applicants will receive consideration for employment without regard to race, color, religion, ‎ancestry, national origin, age, sex, disability, marital status, sexual orientation, gender identity or other status protected ‎by law.

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