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Job Details

Tax Paralegal

Company name
Bass, Berry & Sims PLC

1 yrs required

Nashville, TN

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Tax Paralegal

The candidate will support attorneys in delivering a comprehensive estate plan for clients, including maintaining accurate and detailed records of client data. Will draft estate planning documents for client, with attorney supervision (including revocable trusts, wills, advance health care directives, durable powers of attorney, etc.). Prepare and record deeds and other forms. Proofread and finalize documents for client signature. Responsible for case management and deadline tracking. Create client copies of relevant documents, including estate planning binders. Organize large quantities of client paper and electronic documents and files. Communicate directly with clients, beneficiaries, appraisers, and asset managers by phone, email, and formal written. Must have drafting experience, including clear and concise general correspondence and legal documents. Should be knowledgeable of the current tax programs - GEMS or other tax related programs strongly preferred. Must have a working knowledge of the probate process with the probate court. Should have MS Office Suite skills, primarily Word, Excel and Outlook, as well as Adobe Acrobat.

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Company Profile
Founded on client service in 1922; centered to deliver today. In the early days, our founders developed a reputation for excellence; F.M. Bass, Frank Berry and Cecil Sims were fastidious, intellectually curious and highly sought after. They pioneered our now robust mergers and acquisitions practice by participating in notable transactions such as the Cheek-Neal Coffee Company, known for Maxwell House Coffee, in its sale to Postum in 1928 for $20 million and by representing Fourth and First National Bank in its merger with American National Bank in 1930. A few years later, Cecil Sims initiated one of the firm's first alternative fee arrangements, which lasted from 1934 until the late 1960's, with Vanderbilt University's Chancellor Kirkland. Ninety years after its inception, Bass, Berry & Sims continues to lead clients through increasingly complex legal challenges. Our highly skilled attorney teams aim to provide a profound understanding of our clients' businesses and perspective, sound judgment, efficiency and responsiveness to every matter. Recently, we represented a Nashville-based, leading provider of healthcare services in its leveraged buyout (LBO), which was, at the time, the largest LBO in history; we were engaged as the New York Stock Exchange's Regulatory Auditor; and we successfully tried the largest case in Tennessee involving the breach of a $1.4 billion merger agreement. We advance opportunities and deliver results.

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