Paralegal - Estates and Trusts/Tax in Milwaukee, WI| LawFirmStaff

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Title : Paralegal - Estates and Trusts/Tax

Location : Wisconsin - Milwaukee
Refer to Job # TTUM731427


Paralegal - Estates and Trusts/Tax The candidate will provide assistance to attorneys and clients in all aspects of estate and trust administration. Responsibilities include providing a wide range of trust administration services, including maintaining beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets; researching fiduciary income tax, estate tax and probate issues; preparing documents to probate and administer estates; preparing estate and fiduciary income tax returns; administering trusts and non-liquid trust assets; and attending client meetings and maintaining frequent client contact for administration matters. Must have 4 year college degree in Accounting, Finance or Business Administration and 3+ years of estate and trust administration experience (equivalent work experience will be considered in lieu of a Bachelor's degree). A CPA or income, estate and gift tax return preparation experience preferred. Proficiency in MS Office suite software including: Word, Excel, Internet Explorer and Outlook are required.
 
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