Senior Paralegal, Tax & Trusts (Estate & Probate)

Arnold & Porter; Washington (District of Columbia); Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

Arnold & Porter is seeking a Tax Senior Paralegal to join its Practice Support Services team in Washington, DC, supporting the Private Client Services (Trusts & Estates) Practice Group. The Senior Paralegal provides comprehensive support for trust and estate administration, probate proceedings, and tax filings under the direct supervision of attorneys, specialists, and the project supervisor.

This role requires strong organizational skills, attention to detail, and the ability to work

Qualificações

• Minimum of five years of paralegal experience in trusts and estates.
• Four-year college degree or equivalent experience.
• Excellent academic record.
• Accounting, estate planning, and tax preparation experience preferred.
• Proficiency with Windows, Microsoft Office, and related software.
• Excellent written and oral communication skills with clients, family offices, and financial institutions.
• Strong organizational, problem-solving, and time-management skills.
• Ability to prioritize deadlines and manage multiple assignments in a fast-paced environment.

Responsabilidades

• Gather, review, and organize asset information for probate proceedings and estate tax reporting.
• Assist with the valuation of estate and trust assets and coordinate appraisals of real estate and tangible property.
• Coordinate communications among attorneys, estate and trust representatives, client families, partnerships, corporations, and family business representatives.
• Prepare and coordinate probate filings and estate tax returns in jurisdictions throughout the United States, including electronic probate filings.
• Work with paralegals and case assistants in other Arnold & Porter offices and outside counsel to facilitate local probate and tax filings.
• Prepare and file IRS forms, compile supporting documentation, and assist with responses to IRS audit requests.
• Prepare illustrations depicting asset structures, estate and trust administration, and the disposition of assets.
• Prepare annual estate and trust accountings.

Conhecimentos

Trusts & Estates

Detail-oriented

Client relations

Formação académica

Bachelor's degree

Ferramentas

ONESOURCE

Estate Valuation

Gift Valuation

IRS forms site

Descrição da oferta de emprego

Arnold & Porter is seeking a Tax Senior Paralegal to join its Practice Support Services team in Washington, DC, supporting the Private Client Services (Trusts & Estates) Practice Group. The Senior Paralegal provides comprehensive support for trust and estate administration, probate proceedings, and tax filings under the direct supervision of attorneys, specialists, and the project supervisor.

This role requires strong organizational skills, attention to detail, and the ability to work