Trusts & Estates Paralegal Opportunity in Minneapolis, MN

Join Robert Half's esteemed team as a Trusts & Estates Paralegal in the heart of Minneapolis, Minnesota. This full-time role offers a unique chance to work with top-tier attorneys on complex estates and trusts cases, providing direct client support and handling intricate tax matters. With a competitive salary starting at $60,000 per year, this position is ideal for detail-oriented professionals passionate about estate planning, tax compliance, and client advocacy. Robert Half is a leader in professional staffing, connecting talented individuals like you with rewarding careers in legal services.

About the Role

As a Trusts & Estates Paralegal at Robert Half in Minneapolis, you will play a pivotal role in a detail-oriented services team. Collaborating closely with experienced attorneys, you will manage the full lifecycle of estates and trusts administration. This includes drafting court documents, preparing detailed accountings, and developing distribution plans that ensure seamless execution of client wishes. Direct client interaction is a cornerstone of this position, where your communication skills will shine as you provide comprehensive guidance on estate planning and tax strategies. Additionally, you will dive deep into tax-related tasks, from data collection and issue resolution to creating sophisticated tax projections that help clients visualize future financial scenarios. If you thrive in a fast-paced environment handling fiduciary tax returns, gift taxes, GST exemptions, and audit support, this role offers the perfect platform to advance your career in Minneapolis's vibrant legal market.

Key Responsibilities

Your day-to-day duties will encompass a wide range of critical tasks essential to trusts and estates practice:

• Partner with attorneys to oversee all phases of complex estates and trusts administration, crafting precise court filings, accountings, and distribution strategies.
• Engage directly with clients, offering empathetic and thorough support to navigate their estate planning needs.
• Gather and scrutinize tax information, identify discrepancies, resolve issues, and build advanced tax planning models and forecasts.
• Construct detailed estate planning tax projections, empowering clients with insights into potential tax implications and future outcomes.
• Prepare a variety of tax returns, including fiduciary, estate, gift, GST, individual, and entity-related filings; manage responses to tax notices and correspondence.
• Handle amended returns and provide expert assistance during IRS audits or tax court litigation.
• Draft foundational legal documents such as basic wills and revocable trusts, ensuring compliance with Minnesota state laws and client specifications.

These responsibilities demand precision, legal acumen, and a proactive approach, making this an exciting opportunity for seasoned paralegals.

Required Qualifications

To excel in this Trusts & Estates Paralegal position, candidates should possess:

• A paralegal certificate or bachelor's degree in paralegal studies, business administration, or a related field.
• At least 3-5 years of hands-on experience in trusts, estates, and tax preparation within a law firm or professional services environment.
• Deep expertise in preparing fiduciary, estate, gift, and GST tax returns, with familiarity in tax planning software like CCH Axcess or Thomson Reuters.
• Proven ability to communicate effectively with clients, attorneys, and tax authorities.
• Strong analytical skills for tax data evaluation, projection modeling, and audit defense.
• Proficiency in Microsoft Office Suite, document management systems, and estate administration software.
• Knowledge of Minnesota probate laws, federal tax codes, and estate planning best practices.
• Exceptional attention to detail, organizational skills, and the ability to multitask in a deadline-driven setting.

Robert Half values diversity and encourages applications from candidates with a passion for trusts and estates law.

Why Join Us at Robert Half?

Robert Half offers more than just a job—it's a career launchpad in Minneapolis's thriving legal sector. Enjoy a disclosed starting salary of $60,000 annually, with potential for performance bonuses. Our comprehensive benefits package includes health, dental, and vision coverage, 401(k) with matching contributions, generous PTO, and flexible scheduling options. Invest in your growth through ongoing training, certifications in tax and estate law, and access to our national network of opportunities. Work in a collaborative, supportive environment where your contributions directly impact clients' legacies. Minneapolis, known for its lakeside beauty, cultural vibrancy, and strong economy, is the perfect backdrop for this role. Apply today to become part of Robert Half's legacy of excellence in professional staffing. Keywords: Trusts & Estates Paralegal jobs Minneapolis, Estate Planning Paralegal Minnesota, Tax Paralegal careers, Robert Half legal jobs.

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