Paralegal - Private Client - Naples, FL

Paralegal - Private Client - Naples, FL

Legal - Admin Support

Naples, Florida

Direct Hire

Mar 31, 2026

Private Client Paralegal

Location: Naples, FL

Salary: Commensurate with experience

Our client is a well-established law firm. They are seeking a Private Client Paralegal to support their trusts and estates practice group with estate administration, tax preparation, and probate matters.

What you'll be doing:

Assist with the collection, distribution, reporting, and transfer of estate assets

Prepare inventories and asset schedules for estate and trust administrations

Prepare state and federal fiduciary income tax returns, as well as estate and gift tax returns (with supervision)

Draft and e-file probate pleadings, trust administration documents, and accountings

Monitor deadlines and case schedules to ensure timely filings

Communicate with attorneys and team members regarding status of matters

Proofread and edit legal documents for accuracy and compliance

Serve as a liaison between attorneys and clients throughout the lifecycle of matters

Utilize estate and trust administration and tax software systems

Accurately enter and review billable time

What you'll need:

5+ years of trusts and estates administration experience

Experience with Florida probate and estate administration processes

Knowledge of Florida e-filing systems and probate software

Experience preparing or assisting with federal estate, gift, and fiduciary tax returns preferred

Strong proficiency in Microsoft Office

Excellent attention to detail and organizational skills

Ability to manage multiple priorities and meet deadlines

Strong communication skills and professional judgment

Ability to maintain confidentiality

What's in it for you:

Comprehensive Benefits: Medical, dental, and vision coverage options.

Financial Security: 401(k), life insurance, and disability coverage.

Additional Perks: Flexible spending accounts, wellness resources, and employee support programs.