Private Clients Trusts & Estates Paralegal Specialist OR Senior Paralegal Specialist

13-18 yrs required

Full-time

No

# Private Clients Trusts & Estates Paralegal Specialist OR Senior Paralegal Specialist

ArentFox Schiff is looking for a Senior Paralegal Specialist or Paralegal Specialist with a minimum of 10 years of experience in the Trusts and Estates field to join their Legal Support Services team in Washington, DC.

## Job Description

The successful candidate will have the following qualifications and responsibilities:

**Knowledge/Skills/Abilities:**

- Proficiency with Windows-based software, Microsoft Word, Excel and Outlook.
- Strong knowledge of fiduciary income tax principles.
- Proficiency in a tax preparation program such as Wolters Kluwer GEMS, and CCH Axcess.
- Ability to work in an organized, efficient manner under minimal supervision as well as take a proactive approach to being team oriented.

**Education & Experience:**

**Senior Paralegal Specialist:**

- Education:
- Experience: 18+ years relevant experience required.

**Paralegal Specialist:**

- Education: Bachelor’s Degree or Paralegal Certification from ABA approved program required.
- Experience: 13+ years relevant experience required.

**Essential Duties and Responsibilities:**

- Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns.
- Maintain books and record for estates and trusts.
- Assist with asset valuations (as of date of death and alternate valuation date).
- Verify bank balances and prepares inventory and appraisement.
- Coordinate and manage post-death administration of trusts and estates.
- Maintain estate bank accounts and investments.
- Prepare and file probate forms and manage dockets.
- Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents.
- Prepare annual trust accounting.
- Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust.
- Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, promissory notes, mortgages, automobiles and recreational vehicles.
- Obtain federal and state tax clearance to release any tax liabilities.
- Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds.
- Preparation of financial/computation spreadsheets.

## Working Conditions

The following table indicates the degree of working conditions expected for the job. Reasonable accommodations may be made to enable individuals with disabilities to meet these requirements.

Requirement Frequency
------
Travel Occasionally
Sitting Constantly
Standing Occasionally
Walking Frequently
Reading Constantly
Typing Frequently
Concentration Frequently
Oral and Written Communication Frequently
Horizontal Reaching N/A
Vertical Reaching N/A
Twisting Occasionally
Repetitive Arm/Hand/Finger Movements Frequently
Weight Occasionally, up to 15 lbs.

## Salary

Salary is commensurate with experience.

## About ArentFox Schiff

ArentFox Schiff LLP is internationally recognized in core industries where business and the law intersect. With more than 600 lawyers and policy professionals, the firm serves as a destination for an international roster of corporations, governments, private individuals, and trade associations.

ArentFox Schiff is committed to equal employment opportunity and diversity in the workplace. They maintain a policy of considering all qualified applicants for employment without regard to race, color, religion or creed, sex, gender, sexual orientation, gender identity or expression, age, citizenship status, order of protection status, national origin, ancestry, medical condition, genetic information, marital status, physical or mental disability, parental status, source of income, military or veteran status, unfavorable discharge from military service, or any other basis protected by federal, state or local law.

## Apply

To apply for this position, please visit the following link:

Proficiency with Windows-based software, Microsoft Word, Excel and Outlook; Strong knowledge of fiduciary income tax principles; Proficiency in a tax preparation program such as Wolters Kluwer GEMS, and CCH Axcess

Bachelor’s Degree or Paralegal Certification from ABA approved program required.

Qualification and Experience Bachelor’s Degree required. In lieu of degree, 18+ years of experience required.

Legal