Job Description
Trusts & Estates Paralegal (Private Client)
Southfield, MI | Direct Hire | Hybrid
About the Opportunity
RIM Recruitment Professionals is partnering with a well‑established and growing firm in the Southfield, MI 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 schedule, 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 Michigan estate and trust administration
- Formal paralegal training from an accredited or ABA‑approved program (four‑year degree preferred)
- Strong knowledge of Michigan 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
Please apply here to be considered or email your resume directly to Lauren Ballard, LBallard@rimrp.com
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