Tax Senior Paralegal

Arnold & Porter LLP; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Arnold & Porter LLP in Washington, DC seeks a Tax Senior Paralegal to join the Practice Support Services team, supporting the Private Client Services (Trusts & Estates) Practice Group. The role provides comprehensive support for trust and estate administration, probate proceedings, and tax filings under attorney supervision.

Responsibilities include asset gathering for probate, asset valuations, coordinating communications among stakeholders, preparing probate filings and estate tax returns

Qualifications

• Minimum five years of paralegal experience in trusts and estates.
• Four-year college degree or equivalent experience.
• Accounting, estate planning, and tax preparation experience preferred.
• Proficiency with ONESOURCE Trust & Estate Administration, Estate Val, Gift Val, Estate Planning Tools, Superforms, and the IRS website.
• Excellent written and oral communication skills with ability to work with clients, family offices, and financial institutions.

Responsibilities

• Gather, review, and organize asset information for probate proceedings and estate tax reporting.
• Assist with valuation of estate and trust assets and coordinate real estate/appraisals.
• Coordinate communications among attorneys, estate and trust representatives, client families, and business representatives.
• Prepare probate filings and estate tax returns in US jurisdictions, including electronic filings.
• Collaborate with paralegals across offices to facilitate probate and tax filings.
• Prepare IRS forms, supporting documentation, and respond to IRS audit requests.
• Create illustrations of asset structures and administration processes.
• Prepare annual estate and trust accountings.

Skills

Trusts & Estates paralegal experience

Documentation & communications

Organizational skills

Client coordination

Education

Four-year college degree or equivalent experience

Tools

ONESOURCE Trust & Estate Administration

Estate Val

Gift Val

Estate Planning Tools

Superforms

Job description

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 effectively with clients, family offices, financial institutions, and other external parties.

Key Responsibilities

• 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.

Qualifications:

• 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 ONESOURCE Trust & Estate Administration, Estate Val, Gift Val, Estate Planning Tools, Superforms, and the IRS website.
• Proficiency with Windows operating systems, Microsoft Office Suite, and related software.
• Excellent written and oral communication skills, with the ability to work directly with clients, family offices, and financial institutions.
• Strong organizational, problem-solving, and time-management skills.
• Ability to prioritize competing deadlines and manage multiple assignments in a fast-paced environment while maintaining accuracy and attention to detail.
• Reliability, dependability, initiative, and a commitment to exceptional internal and external client service.
• Flexibility to work additional hours as needed.

The anticipated base salary for this position is $90,000 - $130,000. The actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.

For benefits information, please click here https://www.arnoldporter.com/en/careers/professional-staff/benefits .

As a nonexempt position, this position is eligible for overtime.

The firm may provide a discretionary bonus annually.

Arnold & Porter is an equal opportunityemployer that does not discriminate on the basis of race, color, creed, religion, national origin, sex, pregnancy and childbirth (including breastfeeding and related medical conditions), age, marital or partnership status, familial status, sexual orientation, gender, gender identity, gender expression, transgender, physical or mental disability, medical condition, family leave status, citizenship status, immigration status, ancestry, genetic information, military or veteran status, or any other characteristic protected by local, state or federal laws, rules or regulations. Our Firm's equal opportunity policy applies to all employment practices and terms and conditions, including, without limitation, recruitment, employment, assignment, training, compensation, benefits, promotions, disciplinary action and terminations. For purposes of the firm's Anti-discrimination and Anti-harassment Policies, the term "race" includes, without limitation, traits historically associated with race, including, but not limited to, hair texture and protective hairstyles, such as braids, locks, and twists.

Arnold & Porter Kaye Scholer LLP endeavors to make www.arnoldporter.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Director of Support Staff Stephanie Denmark at +1 202.942.6068. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

For our EEO Policy Statement, please click here . If you would like more information about your EEO rights as an applicant under the law, please click Know Your Rights .

Arnold & Porter Kaye Scholer LLP uses E-Verify, which is a web-based system, to confirm the eligibility of our employees to work in the United States. As an E-Verify employer, we verify the identity and employment eligibility of newly hired employees by electronically matching information provided by employees on the Form I-9, Employment Eligibility Verification, against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). We use E-Verify because we are a federal contractor containing the Federal Acquisition Regulation (FAR) E-Verify clause. Please see the posters for details regarding E-Verify or contact Arnold & Porter Kaye Scholer LLP’s Human Resources Department for more information. E-Verify Participation Poster and Right-to-work Poster .