Legal Administrative Assistant
- Complete Staffing Solutions
- Needham, MA, USA
Job Description
Paralegal Tax experience is a plus not a must 75k Mon-Fri 8-5pm 1 day remote
Estate Planning
- Regularly meet with individuals and families to discuss estate planning needs and options
- Draft Wills, Revocable and Irrevocable Trusts, Durable General Powers of Attorney, Health Care Proxies, HIPAA Medical Authorizations and Nominations of Guardian
- Provide guidance on beneficiary designations for retirement benefits and life insurance
- Assist clients with lifetime funding of trusts and probate avoidance
- Counsel on asset allocation and gifting strategies to minimize federal and state estate tax
- Prepare Promissory Notes and Mortgages for intra-family loans
- Establish Limited Liability Companies to hold rental property
Estate Administration
- Prepare and file paperwork in Probate Court
- Assist with collection and distribution of estate and trust assets
- Oversee trust administration, including funding of marital and family trusts
- Prepare, file and secure allowance of probate and trust accountings
- Advise fiduciaries on post-mortem tax planning
- Prepare and file federal, Massachusetts and other state estate tax returns
- Serve as fiduciary, including Personal Representative and Trustee
Gift Tax Returns
- Prepare and file all gift tax returns; manage the ongoing production of completed returns to avoid running up against filing deadlines
- Maintain an annual spreadsheet of returns and the status of the preparation
- Prepare letters to existing clients and new clients each January
- Follow up with post-April extension clients to ensure timely filing in October
- Maintain the organization of all filed returns
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About
Mission Statement
The mission of Complete Staffing Solutions is to provide our clients with access to the best and brightest talent available. We offer comprehensive solutions that will increase productivity and empower our clients and their employees to achieve their goals and experience the highest level of success possible. Our specialists focus on permanent and consulting services where our proven experience is unmatched in the marketplace.
Our Service Commitment to You
Every candidate represented by Complete Staffing Solutions is thoroughly interviewed in person and evaluated (including reference checks) before joining your team. Our thorough interview process ensures that a candidate’s skills, experience and personality are well matched to each job and to the culture of the hiring organization. The success of our clients and our candidates is supremely important to us, and Complete Staffing has an unparalleled customer service approach that has proven to be an integral part of our success. We promise to make your staffing needs our number one priority.
Overview
Complete Staffing Solutions is a premier finance, accounting & administrative staffing firm that has been in business for over 25 years. We have the resources, experience and expertise required to coordinate the ideal match between hiring organization and candidate. We have a dedicated permanent placement team that focuses on Finance, Accounting, and Healthcare roles across a multitude of industries. Our temporary staffing consultants offer a wide array of industry knowledge that ranges from accounting/finance to healthcare/administrative and beyond. Here at Complete Staffing, we are confident that our team of committed professionals will provide your company with top-tier talent and be a proven resource to contribute to the immediate and long-term success of your business.
