Trusts & Estates Paralegal

Special Counsel is currently recruiting a Trusts & Estates Paralegal, with CPA experience, to support the Trust & Estates group in the Milwaukee, WI; Naples, FL; and, Chicago, IL offices of a national law firm.  Candidates may sit in Milwaukee, Naples or Chicago.

Responsibilities:

  • Preparation of federal and state fiduciary income tax returns
  • Preparation of individual income tax returns
  • Preparation of partnership and S-Corp returns
  • Preparation of estate and gift tax returns.
  • Qualifications:

  • Experience with the preparation of federal and state fiduciary income tax returns, individual income tax returns, and partnership and S-Corp returns is required.
  • Knowledge of the preparation of estate and gift tax returns is not required but a willingness to become familiar with the preparation of such returns is expected. 
  • Minimum 5 years of experience in tax and related fiduciary accounting matters in trust & estates.
  • College degree and/or paralegal certificate required.
  • Superior communication and mathematical skills are a must.
  • Knowledge of related software a plus.
  • Candidates must be highly organized and possess the ability to prioritize, work independently, and be a team player.
  • Excellent written and verbal skills.
  • Would you like to learn more about the Trusts & Estates Paralegal position that Special Counsel is recruiting for in Milwaukee, WI; Chicago, IL; or, Naples, FL?  If so, then please submit your resume below.  Or, visit our website at www.specialcounsel.com to apply or consider other available opportunities with us.



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