Trusts & Estates Paralegal: Probate & Tax Admin

von Briesen & Roper, s.c.; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Professional and friendly work environment

Job summary

von Briesen & Roper, s.c. in Milwaukee is seeking a detail-oriented Paralegal to join their Trust & Estates team. The role includes managing probate and trust administrations, ensuring accuracy in tax preparations, and effective client communication.

The ideal candidate has a minimum of 3-5 years of relevant experience, a Paralegal Certificate, and proficiency in Microsoft Office Suite. The firm offers a competitive compensation and benefits package and fosters a professional work environment.

Qualifications

• 3-5 years of experience in trust and estate administration and/or planning.
• 3-5 years of experience in tax return preparation.
• Strong understanding of probate court procedures and tax filings.

Responsibilities

• Handle all aspects of opening and closing probate proceedings.
• Assist with post-death trust administration.
• Conduct research on tax laws.
• Serve as a primary point of contact for clients.

Skills

Attention to Detail

Communication Skills

Independence

Empathy

Education

Paralegal Certificate from an ABA-approved program

Bachelor’s degree

Accounting degree or certificate

Tools

Microsoft Office Suite

Document management systems

Tax and accounting software

Job description

von Briesen & Roper, s.c. in Milwaukee is seeking a detail-oriented Paralegal to join their Trust & Estates team. The role includes managing probate and trust administrations, ensuring accuracy in tax preparations, and effective client communication.

The ideal candidate has a minimum of 3-5 years of relevant experience, a Paralegal Certificate, and proficiency in Microsoft Office Suite. The firm offers a competitive compensation and benefits package and fosters a professional work environment.