Experienced Tax & Trusts Paralegal for Wealth Planning

Active Consulting Services LLC; Roseland (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Active Consulting Services LLC is seeking an experienced Tax, Trusts & Estates Paralegal to support our attorneys in Roseland, NJ. The role emphasizes estate administration, trust administration, and tax-related matters for high-net-worth clients.

The successful candidate will handle probate filings, fiduciary documents, and tax return support, coordinating with attorneys, fiduciaries, and advisors in a law firm environment. This is a full-time on-site position with occasional overtime.

Qualifications

• Bachelor's degree or Paralegal Certificate required.
• 7+ years of experience in Trusts & Estates or Tax Paralegal role.
• Experience handling estate/trust administration from inception to close.
• Familiarity with probate and surrogate court filings.
• Strong MS Office skills and ability to manage confidential information.

Responsibilities

• Assist attorneys with estate, trust, tax, and business succession planning.
• Prepare probate, fiduciary, and tax filings and supporting docs.
• Draft estate/trust administration documents and beneficiary communications.
• Gather and organize financial records for tax returns and compliance.
• Coordinate asset valuations and prepare accountings and schedules.
• Support IRS filings and fiduciary income tax matters.
• Assist with Form 706, Form 709, and related schedules.
• Support business formation, charitable planning, and transactional matters.
• Liaise with clients, accountants, advisers, trustees, and government agencies.
• Maintain matter files, calendars, and billing documentation.

Skills

Estate administration

Tax compliance

Attention to detail

Communication

Organization

Notary Public (preferred)

Teamwork

Education

Bachelor's degree or Paralegal Certificate

Tools

Microsoft Office Suite

Estate planning software

Accounting systems

Job description

Active Consulting Services LLC is seeking an experienced Tax, Trusts & Estates Paralegal to support our attorneys in Roseland, NJ. The role emphasizes estate administration, trust administration, and tax-related matters for high-net-worth clients.

The successful candidate will handle probate filings, fiduciary documents, and tax return support, coordinating with attorneys, fiduciaries, and advisors in a law firm environment. This is a full-time on-site position with occasional overtime.