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DFM & Associates · 1 day ago

Transactional Tax and Trust Paralegal

DFW Metroplex

Full-time

Onsite

Mid Level

$105K/yr - $115K/yr

DFM & Associates is a boutique North Dallas law firm seeking a skilled and motivated professional to serve as an Estate Planning and Corporate Paralegal. This role will support multiple attorneys with estate planning and corporate work, including document preparation and client file management.

Staffing & Recruiting

Hiring Manager

Denise Frost

Responsibilities

Assist attorneys with entity formation, including corporations, partnerships, and LLCs

Prepare and file business tax-related documents, including EIN applications, corporate minutes, and state tax filings

Conduct research on tax implications for business transactions, mergers, and acquisitions

Draft agreements, contracts, and tax-related corporate documents

Initial draft of estate and gift tax returns (Forms 706, 709) and coordinate with accountants and financial advisors

Draft complex trust documents, private family trust company agreements, related documents, and, to a lesser extent wills, powers of attorney, and advance directives

Facilitate the funding of trusts by coordinating asset transfers

Administration of corporate trustee documents for a private family trust company, including documentation of trust committees, distributions, investments, and related administration

Maintain and organize client files, trust ledgers, and tax records

Communicate with clients, financial institutions, and government agencies regarding tax and estate matters

Assist in annual meetings and trust distribution documentation

Track deadlines for tax filings, corporate compliance, and trust administration

Conduct legal research using Westlaw