Tax and Wealth Planning Paralegal

Min 8 yrs required

Full-time

No

Law Firm Seeking Experienced Tax and Wealth Planning Paralegal in Atlanta, GA

Job Title: Tax and Wealth Planning Paralegal
Job Category: Paralegal
Department: Taxation and Wealth Planning
Location: Atlanta, GA
Experience: Minimum of 8 years

Primary Responsibilities

• Manage calendars, including tax-related deadlines and client calls/meetings
• Prepare Federal and State estate Tax Returns and Federal Gift Tax Returns
• Administer estates and trusts, including preparing and filing probate documents, advising clients, and responding to client inquiries
• Prepare withdrawal right notices and appointments of successor trustees for trust administration
• Draft simple wills and correspondence
• Apply for tax identification numbers
• Prepare and file deeds and related documents, review deed records
• Form entities with Secretary of State office
• Prepare corporate minutes and maintain minute books
• Calculate taxes, tax exemptions, and executor fees
• Conduct basic research of local and state rules, federal statutes, and IRS authority, and provide written or verbal summaries to supervising attorney

Skills and Abilities

• Excellent written and verbal communication skills
• Strong problem-solving skills
• Organizational skills and ability to balance multiple projects simultaneously
• Proactive and able to identify and suggest process improvements
• Ability to maintain confidentiality at the highest level
• Customer service oriented, both internally and externally
• Proficient in Microsoft Office programs (Excel, PowerPoint, Word, Outlook) and ability to learn new programs quickly
• Familiarity with tax preparation software, such as EstateWorks, Gems, and Zane, or similar products
• Strong numerical skills (. basic math, spreadsheets, bank statements)

Requirements

• Bachelor's or Associate's degree preferred
• Paralegal certificate and/or 8 years of comparable work experience
• Must be authorized to work in the United States on a full-time basis

Work Environment & Physical Demands

• Office setting, utilizing standard equipment such as computers, phones, photocopiers, filing cabinets, and ,000 annually, based on experience and qualifications
• Benefits package includes medical, dental, vision, and life insurance, as well as retirement plans and paid time off.

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Excellent written and verbal communication skills, strong problem-solving skills, strong organizational skills, proficiency with office accounting methods and techniques, working knowledge of tax preparation software, ability to work with numbers.

BA or BS degree strongly preferred, Associate's degree or paralegal certificate with eight years of comparable work experience.

Interested candidates should submit their resume and cover letter online.

Qualification and Experience BA or BS degree strongly preferred, Associate's degree or paralegal certificate with eight years of comparable work experience.

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