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Title : Trusts & Estates Paralegal
Location : Wisconsin - MadisonRefer to Job # MFZT753545
Trusts & Estates Paralegal Duties: Assisting lawyers with estate and trust planning and administration. Specific duties may include, among other things, preparation of Federal Estate Tax Returns, Trust and/or Estate Accountings, Federal Gift Tax Returns, Decedents Final State and Federal Income Tax Returns, State and Federal Estate and Trust Income Tax Returns, tax planning and probate court documents, and representation before the IRS and departments of revenue. Communication with beneficiaries, administration of property including assistance with valuing assets, preparation of deeds and other documentation to retitle property, assistance with liquidation and transfer of property, assistance with life insurance claims and retirement death benefits, and assistance with planning for and calculating distribution of assets. Qualifications: An accounting degree, Enrolled Agent (EA) certification or CPA license is strongly preferred. Successful candidates will possess demonstrated technical aptitude and proficiency utilizing MS Office suite. 2+ years of Trust and Estate administration experience.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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