2 Tax Paralegal Jobs in Norfolk, VA
Williams Mullen is Hiring a Tax Paralegal Near Norfolk, VA
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
- 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.
Education, Skills And ExperienceBachelor’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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Job Summary
Full Time
Business Services
$100k-130k (estimate)
05/23/2024
08/03/2024
williamsmullen.com
RICHMOND, VA
25 - 50
1909
GREGORY BISHOP
<$5M
Business Services
Related Companies
About Williams Mullen
Williams Mullen is a regional, full-service law firm with more than 240 attorneys in offices across North Carolina, South Carolina and Virginia. Since our firm began in 1909, our goal has been to provide business and legal solutions to help our clients businesses thrive. While we excel within our mid-Atlantic footprint, our clients find that they increasingly come to us for their legal needs across the United States and internationally. They tell us they appreciate our AmLaw 200 big firm capabilities and experience without the big firm rates. Our clients have peace of mind knowing we are respo...nsive and act with a sense of urgency in todays fast-moving business environment. We are committed to being clear, concise and transparent in our communications. We believe in being fair in the delivery of our services from pricing to scope of work to billing practices. And lastly, we make sure that we bring a team together that is excited to understand you and your business. This is our pledge to all clients. At Williams Mullen, we dont have offices located around the world, but we proudly offer the same quality of work that, combined with consistently excellent client service, creates a better value for our clients. Together, we work each day on Finding Yes. Visit us at www.williamsmullen.com.
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