Job Information
Dorsey & Whitney LLP Tax, Trusts, and Estates Paralegal (#3868) in Minneapolis, Minnesota
Tax, Trusts, and Estates Paralegal (#3868)
The Minneapolis office is seeking an experienced tax professional to join our Tax, Trusts & Estates practice group. The ideal candidate will have relevant experience with the preparation of complex estate, gift, and fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust accountings. This position will require being on-site in our Minneapolis office four days a week, with the option for a hybrid schedule one day a week.
In this role, you will:
Team with attorneys in all phases of administering complex estates and trusts, including, but not limited to, preparation of Court documents, accountings and plans of distribution.
Compile and analyze tax information; identify issues and resolutions; and prepare tax planning models and projections.
Prepare complex estate planning projections.
Prepare tax returns (fiduciary, estate, gift and GST, individual and related entities); respond to tax notices and correspondence; prepare amended returns and assist with audit process.
Engage directly with clients.
May be requested to perform other duties not listed above.
What we’re looking for:
Bachelor's degree or completion of a paralegal program; CPAs, Masters in Tax and Enrolled Agents will also be considered.
At least 3 years of experience in a law firm, financial institution, family office, or accounting firm setting working in tax compliance or as a trusts and estates paralegal.
Thorough understanding and knowledge of the estate and trust administration process from the initial client conference to final distribution and closing.
Deep understanding and knowledge of all phases of tax compliance relating to estate, gift, generation-skipping, fiduciary income and individual income tax returns.
Working knowledge of the estate planning process.
Ability to assist clients to meet probate and trust administration and tax compliance requirements.
Excellent oral and written communication skills.
Excellent time management skills and ability to adjust to changing project priorities in a deadline-driven environment.
Analytical ability, with excellent attention to detail and organizational skills.
Willingness to accept responsibility to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment and very strong client service skills.
About Dorsey:
Dorsey & Whitney is an AmLaw 100 international law firm with more than 575 lawyers in 21 offices throughout the United States, Canada, Europe and Asia. We are a premier legal counselor to companies worldwide in a wide range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources; food, beverage & agribusiness; healthcare & life sciences; and technology.
Dorsey offers opportunities for advancement within a collaborative and dynamic environment, with competitive pay and excellent benefits. Our benefits are available to business professionals working 17+ hours/week along with their dependents, including spouses and domestic partners regardless of gender. Dorsey’s benefit package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan with Firm contribution; basic and optional life insurance; short and long-term disability; paid time off; up to 8 weeks of paid parental leave with up to an additional 6-8 weeks of paid short-term disability for business professionals who give birth; paid holidays; paid volunteer day; discretionary bonuses (if bonus eligible); adoption assistance; healthcare, dependent care, and transportation pre-tax reimbursement accounts; back-up child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices); travel assistance program; 24/7 employee assistance program with access to five confidential visits with a licensed counselor at no cost. (Some benefits are subject to eligibility criteria.)
Dorsey values the strength that comes from a diverse and inclusive workplace. It contributes to the success of our people and our clients and enriches our experience. We believe that everyone should feel at home and part of our community. We encourage individuals with diverse backgrounds and experiences to apply.
One of our greatest strengths is a friendly, cooperative culture that values and appreciates each individual. Dorsey has received external recognition for our welcoming workplace, including:
Mansfield Certification Plus (Diversity Lab)
Best Law Firms for Women (National Association of Female Executives and Flex-Time Lawyers)
100% rating on the Corporate Equality Index (Human Rights Campaign)
Gold Standard Certification (Women in Law Empowerment Forum)
Top 100 Adoption-Friendly Workplace (Dave Thomas Foundation for Adoption)
Reasonable Accommodations:
Dorsey is committed to providing disability and religious-based reasonable accommodations, as well as menopause, pregnancy or lactation-related reasonable accommodations. If you require a reasonable accommodation during the application and hiring process, or if you have questions about a workplace reasonable accommodation, please contact us at 612-492-5178.
How to Apply:
Dorsey & Whitney LLP accepts online applications. Please go to the “Careers” section of the Dorsey website at www.dorsey.com/staffjobs and complete Dorsey’s online application form. We are unable to accept application materials by mail or email.
Dorsey & Whitney LLP is an EEO/AAP/Disabled Vets Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability, age, marital status, familial status, status with regard to public assistance, military or veteran status, or any other legally-protected status.
Dorsey & Whitney LLP participates in E-Verify.
Please note that Dorsey is not currently accepting search firm submissions in connection with this opening.
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Office Location:
Minneapolis, MN