People Are Our Cornerstone

May, Potenza, Baran & Gillespie, P.C., an established mid-size law firm located in central Phoenix is looking to add a highly skilled, proficient and self-motivated Paralegal with dual capabilities to support our Estate Planning, Estate/Trust Administration and Corporate/Business Planning group. We work hard. We work collaboratively. We encourage teamwork, a can-do attitude and problem-solving. You must have a strong work ethic. You must have excellent written and verbal communication skills, be technically savvy, work independently, as well as, be able to work as part of a team. The successful candidate will be a team-player, have ability to provide exceptional internal and external client service and have a high level of attention to detail.

In exchange for helping us deliver excellent legal service to our clients and contributing to our collegial work environment, we will offer you competitive compensation and excellent benefits.

JOB SUMMARY:

The Transactions Paralegal must have experience in estate planning, estate and trust administration and corporate/business transactions. The successful candidate will possess strong organizational skills, excellent client service skills, and the ability to communicate with courts, attorneys, financial professionals, and tax authorities.

ESTATE PLANNING AND ESTATE/TRUST ADMINISTRATION RESPONSIBILITIES:

• Communicate with clients, banks and advisors
• Docket attorney calendars and manage deadlines
• Review and draft legal documents
• Interact with trustees, personal representatives and estate/trust beneficiaries
• Manage the funding of trusts
• Implement plans of distributions after death
• Prepare gift and estate tax returns and file with appropriate taxing authorities
• Administer probate-related matters, including but not limited to preparation of pleadings for informal probates, formal probates, guardianships, and conservatorships
• Collaborate with attorneys to prepare accountings and plans of division
• Administer trust-related matters, including but not limited to the preparation of reformations, settlement agreements, etc., both judicial and non-judicial

CORPORATE/BUSINESS RESPONSIBlLITIES::

• Assist in preparation of complex business-related legal documents
• Formation of entities and assist to help make them operational
• Maintenance of business entities, including updates to organizational documents and buy-sell agreements
• Coordinate related documents such as employment agreements, non-competes and confidentiality agreements

MINIMUM QUALIFICATIONS:

• Associate degree in paralegal or legal studies or Paralegal Certificate
• Bachelor’s degree from an accredited college or university preferred
• Minimum of five (5) years of paralegal experience
• Estate/trust administration experience
• Or, any equivalent combination of education and/or experience

SPECIALiZED KNOWLEDGE, SKILLS AND ABILITIES:

• Assist in preparation of complex business-related legal documents
• State court experience with in-depth knowledge of Arizona probate court rules and procedures, and the skills to find and understand those in other jurisdictions
• Research, analytical, and organizational skills required.
• Requires critical thinking skills, superior communication skills, decisive judgment and the ability to work with minimal supervision.
• Proficiency in MS Word, Excel and Outlook and knowledge and application of legal research tools (Westlaw).
• Able to work collaboratively in a team environment.

The demands described herein are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.

May, Potenza, Baran & Gillespie, P.C. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.