Trusts & Estates Paralegal

Min 3 yrs required

Full-time

No

The law firm of von Briesen & Roper, . is seeking an experienced Trusts & Estates Paralegal to join their team. This is a great opportunity for an experienced Paralegal with a background in Trust and Estate administration or accounting to join a top-rated law firm in Wisconsin. The firm offers a competitive salary, comprehensive benefits package, and a supportive work environment that promotes work-life balance.

Position: Trusts & Estates Paralegal
Location: Greater Milwaukee or Madison areas
Salary: Competitive, based on experience

Job Summary:
The Trusts & Estates Paralegal will work closely with lawyers and provide support in the preparation of various legal documents related to Trust and Estate administration. This includes Federal Estate Tax Returns, Trust and/or Estate Accountings, Federal Gift Tax Returns, Decedent’s Final State and Federal Income Tax Returns, State and Federal Estate and Trust Income Tax Returns, and Probate Petitions. The ideal candidate will have at least three years of experience in Trust and Estate administration or an accounting degree.

Responsibilities:
• Assist lawyers in preparing legal documents related to Trust and Estate administration
• Handle Federal Estate Tax Returns, Trust and/or Estate Accountings, Federal Gift Tax Returns, Decedent’s Final State and Federal Income Tax Returns, State and Federal Estate and Trust Income Tax Returns, and Probate Petitions
• Utilize Microsoft Office Suite and CCH Axcess tax software
• Provide support in other areas of the law firm as needed

Qualifications:
• Three or more years of experience in Trust and Estate administration or an accounting degree
• Proficiency in Microsoft Office Suite
• Experience with CCH Axcess tax software and GEMS programs preferred
• Strong attention to detail and organizational skills
• Ability to work in a fast-paced and collaborative environment

Benefits:
• Competitive salary based on experience
• Performance-based bonuses
• Comprehensive benefits package
• Paid time off and work-life balance
• Fast-paced, challenging, and professional work environment

How to Apply:
Qualified candidates may submit their resume and salary requirements to the Human Resources department at . To learn more about the firm, visit .

About von Briesen & Roper, .:
von Briesen & Roper, . is a top-rated law firm in Wisconsin, known for its exceptional service and expertise. The firm is committed to providing its clients with unparalleled legal representation and is dedicated to being among the best in the areas of law in which they practice. They have been recognized as a "Top Workplace" and a "Healthiest Employer," and are leaders in technology. The firm values work-life balance and fosters a friendly and collaborative work environment.

Join a top-rated law firm in Wisconsin as a Trusts & Estates Paralegal and be a part of a team that is dedicated to providing the best legal services to its clients. Apply now and take the next step in your career!

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qualifications

qualified applicants will possess either three or more years of trust and estate administration experience or an accounting degree. qualified candidates may submit resume and salary requirements to:

human resources

von briesen & roper, s. 411 east wisconsin avenue, suite 1000

milwaukee, wisconsin 53202



equal opportunity employer


related practice areas

trusts and estates

locations

milwaukee
madison
waukesha

Legal