Private Clients Trusts & Estates Senior Paralegal Specialist

Min 18 yrs required

Full-time

No

Private Clients Trusts & Estates Senior Paralegal Specialist

Salary: Competitive and commensurate with experience

Law Firm: ArentFox Schiff LLP

Department: Trusts & Estates

Experience: Minimum of 10 years (Senior Paralegal), 13 years (Paralegal Specialist) or 18 years (Senior Paralegal Specialist)

Location: Washington, DC

H1: Experienced Senior Paralegal Specialist in Trusts & Estates at ArentFox Schiff LLP

H2: Join Our Trusts & Estates Team in Washington, DC as a Senior Paralegal Specialist

Are you an experienced Paralegal looking to take your career to the next level? ArentFox Schiff LLP, a leading international law firm, is seeking a Senior Paralegal Specialist to join our Trusts & Estates group in Washington, DC. With over 600 lawyers and policy professionals, we are committed to diversity and equal employment opportunity in the workplace.

As a Senior Paralegal Specialist, you will have a minimum of 10 years of experience and be responsible for all aspects of estate planning and trust administration in the Washington, DC, Maryland, and Virginia areas. You will work closely with our Paralegal Manager and have the opportunity to supervise other paralegals in the department.

Key Responsibilities:

- Preparation of estate tax returns, gift tax returns, and fiduciary income tax returns
- Maintaining books and records for estates and trusts
- Coordination and management of post-death administration of trusts and estates
- Preparation of fiduciary accountings and annual trust accounting
- Coordinating asset valuations and verifying bank balances
- Preparing schedules for asset distribution and trust funding
- Determining necessary documentation for the sale or transfer of assets
- Obtaining federal and state tax clearance for release of tax liabilities
- Coordinating transfer of assets into trusts
- Preparation of financial and computation spreadsheets

Qualifications:

- Bachelor's degree or 18+ years of experience in lieu of degree
- Strong knowledge of fiduciary income tax principles
- Proficiency with Microsoft Word, Excel, and Outlook
- Experience with tax preparation programs such as Wolters Kluwer GEMS and CCH Axcess
- Ability to work efficiently and independently with minimal supervision
- Strong team-oriented and proactive approach to work

ArentFox Schiff LLP offers a competitive salary and benefits package, including medical, dental, vision, and 401(k) plans. We value a diverse and inclusive workplace and consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, citizenship status, national origin, ancestry, medical condition, genetic information, marital status, physical or mental disability, parental status, military or veteran status, or any other legally protected status.

If you are an experienced Paralegal looking for a new opportunity, we encourage you to apply for our Senior Paralegal Specialist position at ArentFox Schiff LLP in Washington, DC. Join our dynamic and diverse team and take your career to the next level. Apply now!

organizational skills, tax preparation, asset valuation, estate planning, trust administration, bank account management, investment management, probate forms, asset distribution, tax clearance, asset transfer, financial/computation spreadsheets, Microsoft Office proficiency, team-oriented, attention to detail, ability to work under minimal supervision, ability to work in a fast-paced environment

Bachelor's degree or equivalent experience

Interested candidates should submit their resume and cover letter to the contact person listed below.

Qualification and Experience Bachelor's degree or equivalent experience, proficiency in Windows-based software and tax preparation programs, knowledge of fiduciary income tax principles, 10+ years of experience in trusts & estates (Senior Paralegal), 13+ years of experience (Paralegal Specialist), 18+ years of experience (Senior Paralegal Specialist)

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