Estates & Trusts Paralegal at Foley & Lardner LLP
Dallas, TX 75201
About the Job
Foley & Lardner LLP is a top-tier firm with offices across the United States, Mexico, Europe and Asia. We currently have an excellent opportunity available for a Paralegal in our Estates & Trusts Practice Group. This person will provide assistance to attorneys and clients in estate and trust administration. This position requires advanced skills with worksheet preparation, strong accounting and computational experience.
- Prepare fiduciary, estate and gift tax returns
- Research fiduciary income tax, estate tax and probate issues
- Create documents to probate and administer estates
- Administer trusts and non-liquid trust assets
- Attend client meetings and maintain frequent client contact for administration matters
- Bachelor's degree and seven (7) or more years of estate and trust administration experience (equivalent work experience will be considered in lieu of Bachelor's degree)
- Must have advanced, expert-level Excel knowledge and a high level of proficiency in estate and tax software
- Must have strong accounting and computational experience
- Knowledge of beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets is a plus
- Demonstrated ability to work independently and in a team setting while meeting all required deadlines with minimum supervision