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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileEstates & Trusts/Tax Paralegal The selected will provide assistance to attorneys and clients in all aspects of estate and trust administration. Responsibilities include providing a wide range of trust administration services, including maintaining beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets; researching fiduciary income tax, estate tax and probate issues; preparing documents to probate and administer estates; preparing estate and fiduciary income tax returns; administering trusts and non-liquid trust assets; and attending client meetings and maintaining frequent client contact for administration matters.
Qualification and Experience
Candidate must have 4 year college degree in Accounting, Finance or Business Administration and 3+ years of estate and trust administration experience (equivalent work experience will be considered in lieu of a Bachelor degree). A CPA or income, estate and gift tax return preparation experience preferred. Other qualifications include experience with OneSource Trust Tax and GoSystem tax software. Working knowledge of fiduciary, income, estate and gift taxes, ability to work independently and in a team setting, ability to work within defined time-frames with minimum supervision and excellent oral and written communication, organizational and problem-solving skills essential. Proficiency in MS Office suite software including: Word, Excel, Internet Explorer and Outlook.
Foley & Lardner LLP
777 East Wisconsin Avenue
Milwaukee, WI 53202-5306
Current Employee - Reviewed on December 16, 2017
There is a need for training of management staff to be more organized with the work and implement a much more organized working structure. More employees should be hired so that some of the staff does not have to stay in later to work.Pros : The law firm offers a shuttle service. The environment of the law firm is composed of considerate and employees who do well at the work they perform.