Talent Acquisition LLC

The ideal candidate will have a minimum of 10 years of experience and be able to handle all aspects of estate planning and trust administration, specifically relating to Washington, DC, Maryland and Virginia.. Coordinate and manages post-death administration of trusts and estates. Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents. Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, promissory notes, mortgages, automobiles and recreational vehicles. Proficiency in a tax preparation program such as Wolters Kluwer GEMS, and CCH Access is required.

paralegal specialist

JOB SUMMARY: The ideal candidate will have a minimum of 10 years of experience and be able to handle all aspects of estate planning and trust administration, specifically relating to Washington, DC, Maryland and Virginia.ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns</li><li>Maintain books and record for estates and trusts</li><li>Assist with asset valuations (as of date of death and alternate valuation date)</li><li>Verify bank balances and prepares inventory and appraisement</li><li>Coordinate and manages post-death administration of trusts and estates</li><li>Maintain estate bank accounts and investments</li><li>Prepare and file probate forms and manage dockets</li><li>Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents</li><li>Prepare annual trust accounting</li><li>Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust</li><li>Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, promissory notes, mortgages, automobiles and recreational vehicles</li><li>Obtain federal and state tax clearance to release any tax liabilities</li><li>Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds</li><li>Preparation of financial/computation spreadsheets</li></ul>Minimum Qualifications<ul><li>Proficiency with Windows-based software, Microsoft Word, Excel and Outlook are required.</li><li>Strong knowledge of fiduciary income tax principles is a priority.</li><li>Proficiency in a tax preparation program such as Wolters Kluwer GEMS, and CCH Access is required.</li><li>Must have the ability to work in an organized, efficient manner under minimal supervision as well as take a proactive approach to being team oriented. </li></ul>Education & Experience:Sr Paralegal SpecialistEducation: Bachelor’s Degree required. In lieu of degree, 18+ years of experience required.Experience: 18+ years relevant experience required.Paralegal SpecialistEducation: Bachelor’s Degree or Paralegal Certification from ABA approved program required.Experience: 13+ years relevant experience required.

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