EST. 1979

Paralegal-Legal Accounting Assistant for Estate and Trust Law Practice

03 Feb 2023 1:09 PM | Julie Johnson (Administrator)

Law firm on south side of Indianapolis searching for a Paralegal – Legal Accounting Analyst responsible for accounting and financial processing for estates, trusts, and other various cases.  Duties: Prepare/review and maintain estate, trust, and guardianship accountings and inventories; review/summarize financial and tax information for estates and trusts; communicate directly with clients regarding cases; coordinate/manage cases with attorneys and CPAs regarding individual income, fiduciary, estate and gift tax-related matters and deadlines; maintain/update case log and miscellaneous status lists; preparation/review of fiduciary income and estate and gift tax documents and materials for CPAs; and miscellaneous administrative tasks such as document processing, answering phones, and scheduling appointments as needed.

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