von Briesen & Roper, s.c., one of Wisconsin’s leading law firms, recognized as a “Top Workplace,” a “Healthiest Employer” and an established leader in technology, service and expertise, seeks an experienced Trusts & Estates Paralegal to join our team. We invite experienced Paralegals in the Greater Milwaukee or Madison areas to apply.
Duties include assisting lawyers with preparation of: Federal Estate Tax Returns, Trust and/or Estate Accountings, Federal Gift Tax Returns, Decedent’s Final State and Federal Income Tax Returns, State and Federal Estate and Trust Income Tax Returns, and Probate Petitions.
Qualified applicants will possess either three or more years of Trust and Estate administration experience or an accounting degree. Successful candidates will possess proficiency with Microsoft Office Suite. Income, gift, and estate tax return preparation experience are a plus. Proficiency with CCH Axcess tax software and GEMS programs preferred.
Our firm and its people are committed to providing unparalleled service to our clients and to being among the best in the areas in which we practice. We offer a fast-paced, challenging, friendly, collaborative and professional work environment. Our comprehensive benefit package includes competitive compensation based upon experience, performance based bonuses, paid time off and work life balance. We encourage you to learn more about us at www.vonbriesen.com.
An Equal Opportunity Employer
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Profit sharing
- Retirement plan
- Vision insurance
- Wellness program
Schedule:
Application Question(s):
- Do you have experience with gift and estate tax return preparation?
Experience:
- Income tax return preparation: 3 years (Required)
- Trust and Estate administration: 3 years (Required)
Ability to Relocate:
- Milwaukee, WI 53202: Relocate before starting work (Required)
Work Location: In person