Tax Paralegal

3-5 yrs required

Full-time

No

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.


Law Firm Seeking Experienced Tax Paralegal in Norfolk or Virginia Beach, VA

Salary Information: Competitive salary based on experience
Job Title: Tax Paralegal
Experience: 3+ years in trusts & estates and working in a law firm environment

Responsibilities:

- Establish and maintain relationships with various parties involved in the administration of trusts and estates, such as trustees, executors, beneficiaries, investment advisors, and court officials
- Prepare tax returns, inventories, accounts, and related documentation for property transfers and distributions
- Coordinate income and principal distributions from trusts and transfer of assets into trusts
- Maintain financial records for trusts
- Prepare schedule of allocations to trusts under will
- Distribute trust assets upon termination of the trust
- Prepare paperwork for admission of testamentary documents to court and qualification of personal representative for estates
- Determine location and titling of decedent's assets and assist with collection and valuation
- Maintain records for estate investments
- Draft or assist with drafting various legal documents for transfer and distribution of assets to beneficiaries

Requirements:

- Bachelor's degree and/or related paralegal certificate preferred
- Excellent communication skills, both verbal and written
- Strong organizational skills and attention to detail
- Ability to manage and prioritize multiple tasks and files on an ongoing basis
- Real estate background and experience with general corporate and tax filings a plus

Benefits:

- Competitive salary based on experience
- Comprehensive benefits package including health, dental, vision, and 401k
- Career advancement opportunities within a reputable law firm

Equal Opportunity Employer:

The law firm is an equal opportunity employer committed to a diverse workforce. All qualified applicants will receive consideration for employment without regard to age, race, color, ethnicity, national origin, religion, disability, genetic information, gender identity and expression, marital or parental status, sexual orientation, or veteran's status. 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.

H1 Heading: Experienced Tax Paralegal Opportunity in Norfolk or Virginia Beach, VA
H2 Heading: Join a Reputable Law Firm as a Tax Paralegal

Bullet Points:
- Seeking an experienced tax paralegal with 3+ years of experience in trusts & estates and working in a law firm environment
- Responsibilities include preparing tax returns, coordinating distributions, maintaining financial records, and drafting legal documents for trusts and estates
- Real estate background and experience with general corporate and tax filings is a plus
- Competitive salary based on experience and comprehensive benefits package offered
- Equal opportunity employer committed to a diverse workforce and providing career advancement opportunities within the firm.

Not applicable

Williams Mullen offers a comprehensive benefits package including health, dental, vision, life and disability insurance, wellness program, 401k, paid time off and more.

Not specified

Bachelor's degree and/or paralegal certificate preferred

To apply for this position, please submit your resume and cover letter to [email protected]

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