Private Wealth Planning Paralegal

The professional will work closely with attorneys and clients on complex estate and trust administration matters.

Responsibilities

• Prepare and assemble federal and state estate tax returns, gift tax returns and related tax filings, including obtaining, reviewing, and analyzing information and documents.
• Draft, edit, and review estate and trust administration documents.
• Interact with a wide variety of clients, advisors, and professionals in person, on the phone, via email, and video conferences.
• Assist with asset transfers and titling.
• Calculate estimated taxes and estate disposition scenarios; prepare flowcharts, illustrations, and client memos.
• Assemble, organize, and maintain estate planning documents and client records.

Qualifications

• 10+ years of experience as a trust and estate paralegal with strong estate and gift tax return preparation skills.
• Experience with spreadsheets, tax calculation software, and GEMS (or similar) tax preparation software.
• Effective interpersonal, written, and oral communication skills to work on teams.
• Excellent discipline and organizational, planning, analytical, and troubleshooting skills.
• Ability to multitask and successfully manage a variety of demands and workstreams from multiple sources.
• Strong attention to detail.
• Ability to work a project independently and to show initiative while also working with a team of paralegals and attorneys, as needed.
• Illinois notary license, preferred.
• Fundamental proficiency in Microsoft Office (including Word, Excel, and PowerPoint), Share File sites, and Adobe Acrobat
• Ability to handle sensitive matters and maintain confidentiality and discretion.
• Meet the firm's paralegal billable hours requirement.
• Committed to work outside of normal business hours, as needed.

The anticipated base salary for this position is $90,000 - $140,000 per year. The actual salary offered will be based on a number of job-related factors including, but not limited to, years of related experience, level of education, skills, credentials and certifications, responsibilities and performance.

Additional compensation may include discretionary bonuses and overtime, if eligible. Overtime wages earned will be paid in compliance with applicable law.

Venable's benefits package includes medical, dental, vision, disability, life insurance, flexible spending, and healthcare savings accounts, 401(k) with firm profit share, paid vacation and sick time, firm paid holidays, wellness and personal advocacy programs, family planning resources and leave programs, tuition reimbursement, and more. New employees are provided a detailed orientation to the firm's benefit offerings upon hire.

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 T. Wintermute

Senior Manager of Associate Recruiting

MTWintermute@venable.com