Paralegal/Tax Preparer

Our client is a trusted and growing multi-office law practice. They are looking to expand their team by bringing on a Paralegal/Tax Preparer.

Salary/Hourly Rate:

$85k+

Position Overview:

The trust and estate Tax Preparer/Paralegal will be responsible for handling a wide array of trust and estate matters, including client tax returns, estate and trust administration, document preparation, and client case management.

Responsibilities of the Paralegal/Tax Preparer: 

• Prepare fiduciary income tax returns.
• Assist with probate, trust, and estate administration.
• Prepare inheritance, estate, and gift tax returns.
• Prepare and review fiduciary accountings.
• Provide exceptional service to clients on trust and estate matters.

Required Experience/Skills for the Paralegal/Tax Preparer:

• 3 – 5 years or more of experience in client tax return preparation is required.
• 3 – 5 years or more of experience in fiduciary accounting (preferred).

Preferred Experience/Skills for the Paralegal/Tax Preparer:

• Experience in trust & estate administration planning (preferred).
• Prior law firm experience (preferred).
• Proficiency with Microsoft Office applications.
• Excellent communication, analytical, and organizational skills.
• Strong ability to prioritize and manage time effectively.
• Exceptional attention to detail.

Education Requirements:

• Bachelor’s degree and/or Paralegal certificate is required.

Benefits:

• Medical, dental, and vision.
• 401k.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO