Senior Paralegal, Trusts & Estates — Ops & Tax Lead

Compass Business Solutions, Inc.; Washington (District of Columbia); Sur place; USD 83 000 - 96 000; Plein temps

Résumé du poste

Accelerant Law in Washington, DC seeks a Senior Paralegal, Trust & Estates, Operations, and Tax to support attorneys and clients with advanced estate administration, tax compliance, and entity formation. The role combines technical expertise with process design to scale the firm’s growing practice.

Responsibilities include managing probate filings, preparing Form 709 and Form 706, drafting estate-planning documents, coordinating asset transfers, and mentoring staff while ensuring compliance with

Qualifications

• Bachelor’s degree or Paralegal Certificate from ABA-approved program.
• 10+ years in Trusts & Estates preferred.
• Experience with ultra-high-net-worth families preferred.

Responsabilités

• Participate in client strategy discussions with procedural, administrative, and technical input.
• Manage end-to-end administration for complex estates and trusts and coordinate appraisals.
• Prepare probate court filings, including petitions, inventories, and closing documents.
• Prepare SS-4 forms, obtain EINs, and form entities with third-party providers.
• Draft estate-planning documents: powers of attorney, LLC operating agreements, notes.
• Prepare and file Form 709 and Form 706 with advanced tax considerations.
• Execute documentation for complex asset transfers and prepare correspondence.
• Design and manage systems for multiple legal projects and cross‑practice growth.
• Provide training and mentorship on procedures and compliance standards.

Formation

Bachelor’s degree

Paralegal Certificate

Description du poste

Accelerant Law in Washington, DC seeks a Senior Paralegal, Trust & Estates, Operations, and Tax to support attorneys and clients with advanced estate administration, tax compliance, and entity formation. The role combines technical expertise with process design to scale the firm’s growing practice.

Responsibilities include managing probate filings, preparing Form 709 and Form 706, drafting estate-planning documents, coordinating asset transfers, and mentoring staff while ensuring compliance with