Trust & Estates – Paralegal / Tax Specialist
Permanent Placements is seeking a professional (Paralegal, Accountant, or Trust & Estate Administration professional) to help lead the Estate Tax team who has 5 or more years of estate tax return preparation for a growing and highly collaborative Trusts & Estates Practice Group at a prominent law firm in Chicago. The ideal candidate will have extensive experience with the preparation of complex estate tax returns (706-NA form) and ideally have gift tax returns (form 709) experience. Candidates who also possess Trust & Estate Administration experience and aspects of probate including trust accountings are highly desired.
Key Attributes
• Superior oral and written communication skills
• Strong technical skills
• Excellent attention to detail
• Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment
• A demonstrated commitment to providing superior client service
• Must be able to work occasional overtime as needed
Essential Qualifications
• Minimum 5 years of relevant trust and estates experience within a law firm, financial institution, family office, or accounting firm setting
• Bachelor’s Degree or Paralegal Certificate
• Candidates need to know tax forms 706-NA very well. Candidates that have tax form 709 experience are a plus.
• Open to non-paralegal candidates who have a CPAs / Masters in Tax and have a background in Estate Planning Tax matters are also encouraged to apply.