The Power of One™ .

Trustpoint One
Published
February 5, 2024
Location
Washington DC, United States of America
Category

Description

Trustpoint.One is pleased to be working with a top international firm with an opening for a Private Clients Trusts & Estate Senior Paralegal Specialist with 13+ years of experience to handle all aspects of estate planning and trust administration, specifically relating to Washington, DC, Maryland and Virginia.  This is a hybrid based in DC.

The Private Clients Trusts & Estate Senior Paralegal Specialist responsibilities to include assisting in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns, maintaining books and record for estates and trusts,  assisting with asset valuations, verifying bank balances and prepares inventory and appraisement, coordinating and managing post-death administration of trusts and estates, maintaining estate bank accounts and investments, preparing and filing probate forms, fiduciary accountings, financial/computation spreadsheets and annual trust accounting, preparing schedules for asset distribution and trust funding, determining the documentation necessary to effect sale or transfer of probate and non-probate assets, obtaining federal and state tax clearance to release any tax liabilities, coordinating the transfer of assets into trusts.

Applicants must be proactive professionals who can work with little oversight, have strong knowledge of fiduciary income tax principles, proficiency in a tax preparation program such as Wolters Kluwer GEMS, and CCH Axcess and proficiency with Windows-based software, Microsoft Word, Excel and Outlook.

Salary is commensurate with experience.

Qualified professionals interested in the Private Clients Trusts & Estate Senior Paralegal Specialist opening are encouraged to submit a resume for immediate consideration.

Trustpoint.one provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Apply
Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Please note that answering the following questions is voluntary.
Drop files here browse files ...

Related Jobs

Contracts Attorney   Seymour, Indiana new
February 29, 2024
Corporate Counsel-Contracts   Northville, Michigan new
February 29, 2024
Paralegal - Commercial Real Estate   Phoenix, United States of America new
February 27, 2024
Litigation Discovery Staff Attorney   Parsippany-Troy Hills, New Jersey new
February 26, 2024
Environmental Energy Paralegal   Austin, TX, United States of America
February 22, 2024
Are you sure you want to delete this file?
/