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Tax Paralegal

2 months ago

Virginia Beach, United States Williams Mullen Full time

Williams Mullen is seeking a full time Tax paralegal. This position is 100% in the office and can be located in Norfolk or Virginia Beach. We are seeking a paralegal who will establish and maintain strong relationships with trustees, executors, beneficiaries, investment advisors, accountants, insurance agents, appraisers and court officials throughout the process of administering assigned trusts and estates.

Trust duties include:

* Drafting tax returns (fiduciary income tax returns, gift tax returns and estate tax returns), inventories, accounts, and related supporting information and related documentation for property transfers and distributions.
* Coordinating periodic income and principal distributions from trusts and the transfer of assets into trusts.
* Maintaining financial records or trusts.
* Preparing schedule of allocations to trusts under will
* Distributing trust assets at termination of the trust

Estate duties include:

* Preparation of all paperwork necessary for admitting testamentary documents to record with the court and qualification of personal representative.
* Determine location and titling of decedent's assets based on records and assist Executor or administrator with collection and valuation of assets.
* Maintain records for estate investments.
* Drafting or assistance with drafting affidavits, statements, schedules, settlements, orders, tax returns, accountings and documents to effect transfer and distribution of assets to beneficiaries.

Real estate background and experience handling general corporate and tax filings a plus

Education, Skills and Experience

* Bachelor's Degree and/or related paralegal certificate preferred
* 3+ years of experience in trusts & estates and working in law firm environment
* Excellent verbal and written communication skills
* Strong organizational skills and attention to detail
* Ability to Manage and Prioritize Multiple tasks with multiple files on an ongoing basis

Williams Mullen is an equal opportunity employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to age, race (including characteristics commonly associated with race, including hairstyle), color, ethnicity, national origin, religion, creed, medical condition, including pregnancy and childbirth, disability, genetic information, gender identity and expression, marriage or parental status, sexual orientation or Veteran's status.

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