Estate & Tax Paralegal — Trusts, Probate & Planning

Orion Placement; Roseland (NJ); Sur place; USD 95 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid time off

Retirement plan

Vision insurance

Résumé du poste

Orion Placement in Roseland, NJ seeks a Tax, Trusts & Estates Paralegal with 5+ years of experience. You will support estate planning, trust administration, probate filings, and related tax work alongside a collaborative legal team.

You will organize financial records, prepare documents, and coordinate with clients and advisors. The on-site role offers comprehensive benefits and opportunities for professional growth in a supportive environment.

Qualifications

• 5+ years of experience as a Trusts & Estates or Tax Paralegal.
• Bachelor's degree and/or Paralegal Certificate.
• Experience organizing financial records and supporting estate or fiduciary tax matters is preferred.
• Strong organizational, communication, and Microsoft Office skills.
• Ability to work independently, manage deadlines, and collaborate with a legal team.
• Willingness to work occasional overtime as needed.

Responsabilités

• Support attorneys with estate planning, trust administration, probate, and wealth transfer matters.
• Prepare probate filings, estate administration documents, trust documents, and client correspondence.
• Organize financial records, estate inventories, asset valuations, and fiduciary accountings.
• Assist with estate, gift, inheritance, and fiduciary income tax documentation, including Forms 706 and 709.
• Coordinate with clients, trustees, executors, accountants, financial advisors, and beneficiaries.
• Track important deadlines, maintain organized case files, and help ensure matters progress efficiently.
• Assist with business succession planning, charitable planning, and related estate transactions.

Connaissances

Strong organizational skills

Strong communication skills

MS Office proficiency

Formation

Bachelor's degree

Paralegal Certificate

Outils

Microsoft Office

Description du poste

Orion Placement in Roseland, NJ seeks a Tax, Trusts & Estates Paralegal with 5+ years of experience. You will support estate planning, trust administration, probate filings, and related tax work alongside a collaborative legal team.

You will organize financial records, prepare documents, and coordinate with clients and advisors. The on-site role offers comprehensive benefits and opportunities for professional growth in a supportive environment.