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.
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