Top 283 Tax representative Jobs in Tampa, Fl

Probate & Estate Paralegal (3 yrs Exp Req)
Confidential —Oldsmar, FL
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
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- Free parking
- Paid holidays
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Appointment Setter
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1-800Accountant —Largo, FL
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Plumbing Superintendent
B & I Contractors, Inc —Tampa, FL
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Human Resources Analyst I,II
City of Clearwater —Clearwater, FL
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- Computer literacy
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REMOTE Client Service Manager - Small Business
Gallagher —Tampa, FL
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Contact Center Representative - Utilities
Pinellas County Government —Pinellas County, FL
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Accountant II
City of Clearwater —Clearwater, FL
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Billing Representative II
Quest Diagnostics —Tampa, FL
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- Microsoft Outlook
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6d
Imaging Tech Representative I
Quest Diagnostics —Tampa, FL
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6d
Director of Development Strategy & Annual Giving - Tampa Metro Area YMCA
Tampa Metropolitan Area YMCA —Tampa, FL
- $84,000 - $88,000 a year
- Weekends as needed
- Computer literacy
- Bachelor of Science
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Lab Assistant (Referral Representative I)
Quest Diagnostics —Tampa, FL
- From $17.75 an hour
- Full-time
- Microsoft Excel
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Senior Assistant City Attorney
City of Clearwater —Clearwater, FL
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- 5 years
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YES Center Support Specialist - Tampa Metropolitan Area YMCA
Tampa Metropolitan Area YMCA —Tampa, FL
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Senior Associate/Sr Recruiter (Finance/Accounting Agency Staffing and Recruitment)
Vaco LLC —Tampa, FL
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Risk Division Manager
City of Clearwater —Clearwater, FL
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U.S. Pretrial Services Officer Assistant
Florida Middle Pretrial Services —Tampa, FL
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Code Compliance Supervisor
City of Clearwater —Clearwater, FL
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- Full-time
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Probate & Estate Paralegal (3 yrs Exp Req)

Confidential
Oldsmar, FL

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
6 days ago

Benefits

Free parking
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Paid sick time

Qualifications

Estate administration
Court record maintenance
Westlaw
Caseload management
Valuation
Practice management software
Filing
Client file management
Title document preparation
Legal document sorting and filing
Mid-level
Legal client correspondence writing
3 years
Meeting scheduling
Clio
Fiduciary duties
Client management
Probate process support
Will preparation
Court case file organization
Trust legal document drafting
Law office experience
Legal research databases
Legal case management
Legal billing
Associate's degree
Paralegal experience
Legal compliance
Paralegal Certificate
Communication skills

Full Job Description

Probate & Estate Paralegal

About Us:

We are a well-established Pinellas County law firm with 30+ years of experience serving Florida families, focused on real estate, business law, estate planning, probate and trust administration. We're looking for an experienced Probate and Estate Paralegal who can step in and hit the ground running.

Position Summary:

The Probate and Estate Planning Paralegal provides comprehensive legal and administrative support to attorneys in all aspects of estate planning, probate administration, trust administration, and related matters under Florida law. This position requires a strong understanding of Florida probate procedures, estate planning documents, court filings, and client relations. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple cases while delivering exceptional client service.

Essential Duties and Responsibilities:

Estate Planning:

Draft estate planning documents, including:
Last Wills and Testaments
Revocable and Irrevocable Trusts
Durable Powers of Attorney
Designations of Health Care Surrogate
Living Wills
Deeds and related transfer documents
Prepare client correspondence and engagement documentation.
Maintain estate planning files and document execution records.
Coordinate document signing appointments and supervise proper execution of estate planning documents.
Review client questionnaires and collect necessary financial and personal information.

Probate Administration:

Assist attorneys with formal, summary, and ancillary probate administrations.
Prepare probate pleadings, petitions, notices, inventories, accountings, and related court filings.
Coordinate filings through the Florida Courts E-Filing Portal.
Communicate with personal representatives, beneficiaries, financial institutions, and court personnel.
Track court deadlines and case milestones.
Assist with asset collection, valuation, and distribution procedures.
Prepare closing documents and coordinate estate administration completion.

Trust Administration:

Assist trustees with trust administration requirements.
Prepare trust notices, certifications of trust, and beneficiary correspondence.
Coordinate asset transfers and trust funding activities.
Maintain trust administration records and accountings.

Client Service and Case Management:

Serve as a primary point of contact for clients regarding case status and document requests.
Schedule meetings, hearings, and document execution appointments.
Maintain accurate case files and electronic records.
Monitor deadlines and ensure timely completion of all tasks.
Assist with billing, time entry, and matter management as required.

Legal and Administrative Support:

Conduct legal research related to Florida probate and estate planning matters.
Prepare correspondence and reports for attorney review.
Organize and manage physical and electronic client files.
Ensure compliance with firm policies, court requirements, and applicable Florida statutes.

Qualifications:

Education:

Associate's Degree, Paralegal Certificate, or equivalent combination of education and experience preferred.
Florida Registered Paralegal (FRP) designation preferred but not required.

Experience:

Minimum of 3 years of experience in probate, estate planning, trust administration, or elder law.
Experience working within a Florida law firm strongly preferred.
Knowledge of Florida probate and trust administration procedures required.

Knowledge, Skills, and Abilities:

Strong understanding of:
Florida Probate Code
Florida Trust Code
Estate planning principles
Proficiency in Microsoft Office Suite, Adobe Acrobat, and legal practice management software.
Experience with Florida Courts E-Filing Portal.
Excellent verbal and written communication skills.
Strong organizational and time-management abilities.
Ability to prioritize multiple assignments and meet deadlines.
High level of professionalism, confidentiality, and attention to detail.

Preferred Qualifications:

Florida Registered Paralegal (FRP) certification.
Experience with WealthCounsel, Clio, Thomson Reuters Form Builder (Westlaw) and similar legal software.
Knowledge of estate tax, trust accounting, and fiduciary administration procedures.

Physical Requirements:

Prolonged periods of sitting and working at a computer.
Ability to review detailed legal and financial documents.
Occasional lifting of files and records up to 20 pounds.

Compensation and Benefits:

Competitive salary commensurate with experience.
Continuing legal education opportunities.
Paid Time Off (PTO)
Paid Holidays
Health insurance assistance
SIMPLE IRA retirement plan
Supportive, collegial office environment

Job Type:

Full-Time

Practice Area:

Probate, Trust Administration and Estate Planning

Location:

Pinellas County, Florida (In-Office or Hybrid as Applicable)

Schedule:

Monday–Friday, 9:00 AM – 5:00 PM

How to Apply:

Please apply with your resume and a cover letter highlighting your related experience.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Free parking
Health insurance
Paid sick time
Paid time off
Professional development assistance

Experience:

Probate and Estate: 3 years (Preferred)

License/Certification:

Florida Paralegal Certificate (Preferred)

Ability to Commute:

Oldsmar, FL 34677 (Required)

Work Location: In person

Quick Apply

Refine Your Search

tax representative jobs in tampa, fl

Probate & Estate Paralegal (3 yrs Exp Req)

Commercial HVAC Piping Quality Control

Plant Operator / CDL A Driver

Appointment Setter

In-Office Sales Representative (mid August start date)

Plumbing Superintendent

Human Resources Analyst I,II

REMOTE Client Service Manager - Small Business

Contact Center Representative - Utilities

Accountant II

Billing Representative II

Imaging Tech Representative I

Director of Development Strategy & Annual Giving - Tampa Metro Area YMCA

Lab Assistant (Referral Representative I)

Senior Assistant City Attorney

YES Center Support Specialist - Tampa Metropolitan Area YMCA

Senior Associate/Sr Recruiter (Finance/Accounting Agency Staffing and Recruitment)

Risk Division Manager

U.S. Pretrial Services Officer Assistant

Code Compliance Supervisor

I want to receive the latest job alert for tax representative in tampa, fl

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