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Legal Secretary The candidate will perform a variety of secretarial and clerical duties for attorneys to whom assigned according to established policies and procedures. Typically a....
Seeking Tax Credit Financing and Opportunity Zone Attorney with 3+ years of experience in federal income taxation and tax credit financing. Candidate with federal income tax experi....
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Location : Minnesota - Minneapolis
Refer to Job # CSFA725142
Tax, Trusts, and Estates Paralegal Duties: Team with attorneys in all phases of administering complex estates, trusts, including, but not limited to, preparation of Court documents, accountings and plans of distribution. Engage directly with clients. Compile and analyze tax information; identify issues and resolutions; and prepare tax planning models and projections. Prepare complex estate planning tax projections. Prepare tax returns (fiduciary, estate, gift and GST, individual and related entities); respond to tax notices and correspondence; prepare amended returns and assist with audit process or tax court proceedings. Draft basic wills and revocable trusts. May be requested to perform other duties not listed above.
Qualifications: Bachelor's degree or completion of a paralegal program. 3 + years of experience as a trusts & estates paralegal. Thorough understanding and knowledge of the estate and trust administration process from the initial client conference to final distribution and closing. Deep understanding and knowledge of all phases of tax compliance relating to estate, gift, generation-skipping, fiduciary income and individual income tax returns. Working knowledge of the estate planning process. Ability to assist clients to meet probate and trust administration and tax compliance requirements. Excellent verbal and written communication skills. Analytical ability, with excellent attention to detail and organizational skills. Willingness to accept responsibility to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment and very strong client service skills.
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