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Robert Half International Paralegal in CHICAGO, Illinois


Robert Half Legal is seeking a Wealth Transfer Paralegal for a growing mid size law firm. Candidates must have a minimum of 3-5+ years of experience preparing taxes. Specifically federal form 706, state form 700, federal form 8971 and gift tax returns under form 709. This position also need to be able to pull deeds and property transfers and deal with any taxes due to the transfer. The firm needs someone with solid experience that can hit the ground running. Strong benefits and salary included! Responsibilities include:

  • Preparation of federal (Form 706) and state (primarily IL-700) estate tax returns, basis reporting forms (Form 8971) and gift tax returns (Form 709), including working with clients and third parties to determine and obtain information needed for the returns.

  • Preparation of probate documents, including documents to open estates, inventories, accountings, and documents to close estates.

  • Prepare issue lists/client data sheets to track estate and trust administration matters for each estate and trust.

  • Assist attorneys who ae executor’s and trustees with their responsibilities as fiduciaries (tracking and paying expenses, accountings and other reporting, preparation of Crummey withdrawal notices, etc.)

  • Assist in asset transfers and funding of trusts and other distributions.

  • Research and investigate any requests, problems or issues, and resolve with appropriate parties.

  • Work with accountants in the preparation of final individual income tax returns and estate and trust income tax returns.

  • Significant client contact.

  • Significant Contact with banks, insurance companies, transfer agents, etc.

  • Perform file organization and maintenance including archival files.


  • Prior law firm experience as a probate/trust administration 3+ years.

  • Bachelor’s Degree.

  • Paralegal Certificate.

  • Proficient with Illinois courts e-filing (ID File/Odyssey).

  • Proficient in Word, Excel, GEMS, EVAL and Quicken.

  • Familiar with IRS procedures, including obtaining employer identification numbers.

  • All other duties as assigned.

Robert Half Legal matches legal professionals and consultants with remote or on-site jobs on a full-time, project and temporary basis, serving both law firms and corporate legal departments. We also provide teams for complex projects, including litigation, eDiscovery, data privacy, and mergers and acquisitions.

Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.

Questions? Call your local office at 1.888.490.5592. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

© Robert Half Legal. An Equal Opportunity Employer. M/F/Disability/Veterans. Robert Half is not a law firm and does not provide legal representation. Robert Half project attorneys do not constitute a law firm among themselves. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (

Salary: $65,000.00 - $100,000.00 / Yearly

Location: CHICAGO, IL

Date Posted: February 9, 2021

Employment Type: Full-time

Job Reference: 01300-0011699982

Staffing Area: Legal