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Accounting Estate

Location:
Saint Louis, MO, 63109
Posted:
August 14, 2011

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Resume:

PAUL LAUTE

**** ********** ****** ****: (***)***-

4931

St. Louis, Missouri 63109 Cell:

314-***-****

abgy1p@r.postjobfree.com

OBJECTIVE

Estate and Trust Paralegal position where my analytical skills and

experience as an estate and trust paralegal in an accounting and legal

environment can be utilized. Expertise in estate and trust

administration, estate planning, trust reporting and fiduciary accounting,

as well as income, estate, fiduciary, gift and non profit tax preparation.

Team oriented with strong communication skills, which leads to the ability

to work and thrive in diverse organizations.

QUALIFICATIONS

Tax Preparation Individual Tax Return MS Office Problem

Solver

Tax Law Analysis Estate Tax Return MS Word

Detailed Oriented

Tax Planning Fiduciary Tax Return MS Excel Fiduciary

Accounting

Auditing Skills Non Profit Tax Return MS Power Point Trust

Administration

Analytical Skills Accounting Programs Tax Software

Estate Administration

EMPLOYMENT

Estate and Trust Paralegal Thompson Coburn, LLP 2006-

2009

. Prepared individual, estate, gift and fiduciary tax returns for high

net worth individuals, which included gross assets over $100,000,000

. Prepared fiduciary accountings for estates and trusts

. Administered multi-states estates and trusts, including preparation of

probate filings, asset collection

. Prepared income projection streams and their tax implications for

estates and trusts using Excel and Power Point

. Conducted tax research using web based primary and secondary sources

. Heavy client contact and interaction with governmental agencies

Estate and Trust Paralegal Polsinelli Shughart, PC

2004-2006

. Performed calculations for split dollar arrangements for high net

worth business owners

. Prepared Excel spreadsheets illustrating separate share rules under

the Internal Revenue Code

. Prepared Form 1023 for various foundations seeking tax exempt status

Estate and Trust Paralegal Bryan Cave, LLP

2001-2004

. Prepared estate tax returns that required translation of foreign

currency

. Administered estates for deceased clients who lived abroad

. Prepared Form TD F 90-22.1, Report of Foreign Banks and Financial

Accounts for clients who held foreign accounts

Estate and Tax Paralegal Susman, Schermer, Rimmel & Shifrin, PC

1998- 2000

. Prepared estate, fiduciary, gift and individual income tax returns

. Prepared information returns for private foundations

. Administered estates and trusts

Firm merged with Gallop, Johnson, Neuman, PC in January, 2001

EDUCATION

Certificate of Completion with Honors Mid-America Paralegal Institute,

Clayton, Missouri

Bachelor of Arts - Political Science University of Missouri at St.

Louis, Missouri

. Dean's List

Accounting and Tax Courses St. Louis Community College, Meramec

Campus

. Dean's List

. Curriculum included: Applied Accounting, Financial Accounting 1 and

2, Business Law 1 and 2, Managerial Accounting, Individual Income

Taxation, Intermediate Accounting 1 and 2, Governmental Accounting,

Excel, Macro Economics, Finance, Corporate Income Taxation, Current

Topics in Accounting - International Financial Reporting Standards

CPA Candidate - Taking exam in 2012

PROFESSIONAL MEMBERSHIPS

. Student Member, Missouri Society of CPAs

. Associate Member, American Institute of Certified Public Accountants

VOLUNTEER EXPERIENCE

. Tax Assistance Program of St. Louis since its inception through MSCPA

AWARDS RECEIVED

. Elected Member of Beta Psi Chapter of Alpha Beta Gamma



Contact this candidate