Senior Paralegal (Trust & Estates)

Turn2Partners - Washington, DC

 

 

Responsibilities:

  • Assist in estate and trust tax preparation.
  • Maintain financial records.
  • Coordinate post-death trust and estate administration.
  • Prepare fiduciary accountings.
  • Handle asset valuation and distribution.
  • Ensure tax compliance and clearance.
  • Transfer assets to trusts.
  • Create financial spreadsheets.

Requirements:

  • Proficient in Windows, Microsoft Office.
  • Strong knowledge of fiduciary income tax.
  • Experience with tax preparation software.
  • Bachelor's Degree.
  • 7 years of paralegal or legal department experience.

 

 

 

Job Type: Full-time

 



Posted On: Tuesday, February 13, 2024
Compensation: Salary: $110,000.00 - $125,000



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