Trusts & Estates Paralegal (Madison)
von Briesen & Roper, s.c., one of Wisconsin’s leading law firms, recognized as a “Best Places to Work,” a “Top Workplace,” and an established leader in technology, service and expertise, seeks an experienced Trusts & Estates Paralegal to join our team in our Madison office.
We offer excellent opportunities for those interested in working in partnership with a team of professionals committed to providing exceptional client service. Primary responsibilities include assisting lawyers with estate and trust planning and administration. Specific duties may include, among other things, preparation of Federal Estate Tax Returns, Trust and/or Estate Accountings, Federal Gift Tax Returns, Decedent’s Final State and Federal Income Tax Returns, State and Federal Estate and Trust Income Tax Returns, tax planning and probate court documents, and representation before the IRS and departments of revenue. Additional responsibilities include, communication with beneficiaries, administration of property including assistance with valuing assets, preparation of deeds and other documentation to retitle property, assistance with liquidation and transfer of property, assistance with life insurance claims and retirement death benefits, and assistance with planning for and calculating distribution of assets.
Qualified applicants will possess three or more years’ of Trusts and Estates administration experience. An accounting degree, Enrolled Agent (EA) certification or CPA license is strongly preferred. Successful candidates will possess demonstrated technical aptitude and proficiency utilizing MS Office suite.
Our firm and its people are committed to providing unparalleled service to our clients and to being among the best in the areas in which we practice. We offer a professional and friendly work environment and a competitive compensation and benefits package. We encourage you to learn more about us at www.vonbriesen.com. Qualified candidates may submit resume and salary requirements to:
Attn: Human Resources
von Briesen & Roper, s.c.
411 East Wisconsin Avenue, Suite 1000
Milwaukee, Wisconsin 53202
An Equal Opportunity Employer
- Trusts and Estates