Tax Paralegal Specialist

2 days ago

Norfolk, Virginia, United States Williams Mullen Clark Dobbins PC Full time
Job Summary

Williams Mullen is seeking a full-time Tax Paralegal to join our team. This position is 100% in-office and can be located in Richmond, Norfolk, or Virginia Beach. We are looking for 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.

Key Responsibilities
  • Drafting tax returns, inventories, accounts, and related supporting information and 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 schedules of allocations to trusts under will.
  • Distributing trust assets at termination of the trust.
Estate Duties
  • Preparation of all paperwork necessary for admitting testamentary documents to record with the court and qualification of personal representative.
  • Determining location and titling of decedent's assets based on records and assisting the Executor or administrator with collection and valuation of assets.
  • Maintaining 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.
Requirements
  • Bachelor's Degree and/or related paralegal certificate preferred.
  • 3+ years of experience in trusts & estates and working in a 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, 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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