East Coast Private Wealth Planning Paralegal

The professional will work closely with attorneys and clients on complex estate and trust administration matters in DC, Maryland, and Virginia.

Responsibilities

• Draft, edit, and review probate and estate administration documents including petitions for probate, inventories, accountings, and tax returns
• Trust administration duties including accountings and filing fiduciary income tax returns
• Interact with a wide variety of clients in person, on the phone, via email, and video conferencing
• Gather information regarding the assets and debts of an estate and/or trust
• Assemble and organize financial records for estate tax returns and audits
• Prepare, edit, and review estate tax returns
• Prepare accountings and settlement papers for both informal and formal settlement of estates and trusts

Qualifications

• 5+ years of experience as a trust and estate paralegal and familiarity with fiduciary accountings and tax preparation
• MD notary license, preferred
• Effective interpersonal, written, and oral communication skills to work on case teams
• Excellent discipline and organizational, planning, analytical, and troubleshooting skills
• Ability to multitask and successfully manage a variety of demands daily from a variety of sources
• Strong attention to detail
• Ability to work a project independently and to show initiative in asking questions, while also being prepared to work with a team of paralegals, as needed
• Fundamental proficiency in Microsoft Office (including Word, Excel, and PowerPoint) and Adobe Acrobat
• Ability to handle sensitive matters and maintain confidentiality
• Committed to work outside of normal business hours as needed

Venable LLP is an American Lawyer Global 100 law firm headquartered in Washington, D.C., with offices in California, Colorado, Delaware, Florida, Illinois, Maryland, New York, and Virginia. Our lawyers and legislative advisors serve domestic and international clients in all areas of corporate and business law, tax, complex litigation, intellectual property, regulatory matters, and government affairs. Additional information can be found at Venable.com.

Venable LLP is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected Veteran status and any other protected basis under applicable law.

Contact:

Maria Wintermute

Senior Manager of Associate Recruiting

MTWintermute@venable.com