Estate & Trust Paralegal — Tax & Probate Specialist

Hook Alliance; Fort Lee (NJ); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Hook Alliance seeks an experienced Trusts & Estates Paralegal to support estate and trust administration in a respected New Jersey law firm.

Responsibilities include preparing Form 706, Form 1041, and NJ inheritance tax returns, dealing with accountings, probate filings, and trust funding. The role requires 3+ years of Trusts & Estates paralegal experience and familiarity with NJ procedures.

Competenze

• 3+ years of law firm experience in Trusts & Estates; 5+ years preferred.
• Hands-on experience preparing Forms 706, 1041, and New Jersey inheritance tax returns.
• Experience preparing estate and trust accountings.
• Knowledge of New Jersey probate and Surrogate’s Court procedures.
• Experience with GEMS or similar estate accounting software is a plus.

Mansioni

• Prepare federal estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and New Jersey inheritance tax returns.
• Prepare formal and informal estate and trust accountings.
• Manage estate administration from date of death through final distribution.
• Handle probate filings, asset inventories, reconciliations, trust funding, and related documentation.
• Assist with wills, trusts, and powers of attorney for attorney review.

Conoscenze

Estate law experience

Paralegal

Document management

Client communication

Strumenti

GEMS

Descrizione del lavoro

Hook Alliance seeks an experienced Trusts & Estates Paralegal to support estate and trust administration in a respected New Jersey law firm.

Responsibilities include preparing Form 706, Form 1041, and NJ inheritance tax returns, dealing with accountings, probate filings, and trust funding. The role requires 3+ years of Trusts & Estates paralegal experience and familiarity with NJ procedures.