Description Assists in the preparation of tax-related documents. Prepares and files estate tax returns. Processes and monitors receipt of tax refunds. Prepares and compiles information for Estate Advisory Committee meetings. Completes simple transactions and research projects. Maintains estate tax ticklers and updates status of estates. Assists with the mailing of all tax filings and client mailings. Communicates with administrators and staff on client records, filings, and account information. Requests tax payments through the trust accounting system upon direction. An Experienced Para-Professional (S2) requires basic knowledge of job procedures and tools obtained through work experience and may require vocational or technical education. May require the following proficiency: Works under moderate supervision. Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures. Communicates information that requires some explanation or interpretation.