Are you an experienced Paralegal with a passion for Trusts & Estates? Our client is one of Wisconsin’s premier law firms, recognized for our commitment to excellence, technology, and employee well-being. This employer is seeking a skilled Trusts & Estates Paralegal to join their esteemed team.
The Paralegal will assist all Trusts & Estates Attorneys with preparation of 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.
Responsibilities:
- Assist attorneys in the preparation of various legal documents, including Federal Estate Tax Returns, Trust and/or Estate Accountings, and Probate Petitions.
- Handle preparation of Federal Gift Tax Returns and Decedent’s Final State and Federal Income Tax Returns.
- Manage State and Federal Estate and Trust Income Tax Returns.
- Collaborate with attorneys on complex estate planning matters.
- Utilize proficiency with Microsoft Office Suite to support legal operations.
Qualifications:
- Three or more years of Trust and Estate administration experience or an accounting degree.
- Proficiency with Microsoft Office Suite; experience with CCH Axcess tax software and GEMS programs preferred.
- Must have experience in Accounting with Income Tax, Gift Tax, and Estate Tax return preparation.
- Experience in income, gift, and estate tax return preparation is a plus.
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal abilities.
- Commitment to delivering exceptional service to clients.
If you are interested in joining a dynamic team, please send resumes to info@division10personnel.com. All inquiries are handled in a confidential manner.