Senior Paralegal

DNA Partners; Washington (District of Columbia); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

DNA Partners, a leading international law firm in Washington, DC, seeks an experienced Senior Paralegal to support the Private Client Services (Trusts & Estates) Practice Group. You will handle sophisticated trust and estate administration, probate proceedings, and fiduciary tax matters for high-net-worth individuals, family offices, and business owners.

The ideal candidate has five years of trusts and estates paralegal experience, a Bachelor’s degree, and proficiency with estate administration

Qualifications

• Five years of trusts and estates paralegal experience.
• Bachelor’s degree or equivalent combination of education and experience.
• Strong academic credentials.
• Experience with estate administration, probate, fiduciary accounting, and tax preparation.
• Proficiency with ONESOURCE Trust & Estate Administration and related software.

Responsibilities

• Assist attorneys with trust and estate administration, probate proceedings, and fiduciary tax matters.
• Gather, organize, and analyze asset information for probate filings, estate administration, and estate tax reporting.
• Coordinate asset valuations with appraisers, financial institutions, and other professionals.
• Serve as a liaison among attorneys, fiduciaries, family members, and advisors.
• Prepare probate filings and electronic court submissions in multiple jurisdictions.
• Assist with preparing and filing estate, gift, and fiduciary tax returns.

Skills

Trusts & estates experience

Excellent communication

Client-service orientation

Organizational skills

Ability to multitask

Education

Bachelor’s degree

Tools

ONESOURCE Trust & Estate Administration

Estate Val

Gift Val

Estate Planning Tools

SuperForms

Job description

A leading international law firm is seeking an experienced Senior Paralegal to join its Private Client Services (Trusts & Estates) Practice Group in Washington, DC. This position offers the opportunity to work on sophisticated trust and estate administration matters, probate proceedings, and complex tax filings while supporting high-net-worth individuals, family offices, fiduciaries, and business owners.

The ideal candidate will bring strong trusts and estates experience, exceptional organizational skills, and the ability to manage multiple matters in a fast-paced, client-focused environment.

Key Responsibilities

As a key member of the Private Client Services team, you will:

• Assist attorneys with all aspects of trust and estate administration, probate proceedings, and fiduciary tax matters
• Gather, organize, and analyze asset information for probate filings, estate administration, and estate tax reporting
• Coordinate asset valuations and work with appraisers, financial institutions, and other professionals regarding real estate, business interests, and tangible property
• Serve as a liaison among attorneys, fiduciaries, family members, family offices, corporations, partnerships, and financial advisors
• Prepare and coordinate probate filings in jurisdictions throughout the United States, including electronic court filings
• Assist with the preparation and filing of federal and state estate, gift, and fiduciary income tax returns
• Compile supporting documentation for tax filings and assist with responses to IRS inquiries and audits
• Coordinate with colleagues in multiple offices and outside counsel on probate and tax-related matters
• Prepare estate administration flowcharts, asset-structure diagrams, and other visual presentations
• Prepare annual trust and estate accountings and assist with fiduciary reporting requirements

Qualifications

Qualified candidates will possess:

• A minimum of five years of trusts and estates paralegal experience
• Bachelor's degree or equivalent combination of education and relevant experience
• Strong academic credentials
• Experience with estate administration, probate proceedings, fiduciary accounting, and tax preparation
• Proficiency with ONESOURCE Trust & Estate Administration, Estate Val, Gift Val, Estate Planning Tools, SuperForms, and related tax and probate software
• Advanced proficiency in Microsoft Office Suite and Windows-based applications
• Excellent written and verbal communication skills
• Experience working directly with clients, family offices, financial institutions, fiduciaries, and professional advisors
• Exceptional organizational, analytical, and problem-solving abilities
• Ability to manage competing priorities while maintaining a high level of accuracy and attention to detail
• Strong client-service orientation, professionalism, and initiative
• Flexibility to work additional hours when needed to meet deadlines and client demands

Why Join This Firm?

• Work with one of the nation's premier trusts and estates practices
• Support sophisticated estate planning, tax, and fiduciary administration matters
• Gain direct exposure to high-net-worth individuals, family offices, and complex wealth transfer structures
• Collaborate with highly regarded attorneys and professionals across multiple offices
• Competitive compensation package ranging from $100,000 to $150,000
• Outstanding professional development and long-term career growth opportunities