On-Site Paralegal – Tax, Trusts & Estates

SourcePro Search, LLC; Newark (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

SourcePro Search, LLC seeks a Paralegal – Tax Trusts & Estates for our NJ Office (On-site). You will provide legal and financial support to attorneys in the Tax, Trusts and Estates practice, handling accounting, document preparation, and client coordination.

Requirements include 5+ years of paralegal experience in tax trusts and estates, Associate or Bachelor degree and/or paralegal certificate, and proficiency with Microsoft Office and iManage.

Qualifications

• 5+ years of Tax Trusts and Estates paralegal experience in a law firm.
• Associate’s or Bachelor’s Degree and/or Paralegal Certificate required.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel) and iManage.
• Excellent attention to detail, communication, and time management skills.
• Strong multitasking ability and ability to work independently in a fast-paced environment.

Responsibilities

• Manage estate/trust checkbooks where the firm serves as fiduciary.
• Process checks for expenses and beneficiary distributions.
• Coordinate timely bill payments with attorneys.
• Reconcile bank statements; maintain accurate internal records.
• Support streamlined accounting systems and cost-efficiency improvements.
• Serve as liaison with clients, beneficiaries, accountants, and advisors.
• Maintain current and organized client files and documentation.
• Gather and analyze asset information (real estate, investments, retirement accounts, etc.).
• Prepare inventories of assets and liabilities.
• Assist with estate accountings and tax filings (Form 706, NJ IT-R, etc.).
• Prepare trust accountings and track income/distributions.
• Maintain accurate trust records (assets, income, expenses, beneficiaries).
• Assist attorneys with estate tax projections under various planning scenarios.
• Estimate costs of estate administration, including attorney and executor fees.
• Draft basic correspondence and templated legal documents.
• Assist with Surrogate’s Court procedures and filings.
• Conduct targeted research (e.g., apostille process).
• Support the development of internal procedures for court/tax filings, service of process, and document management.

Education

Associate’s or Bachelor’s Degree and/or Paralegal Certificate

Tools

Microsoft Office Suite

iManage

Job description

SourcePro Search, LLC seeks a Paralegal – Tax Trusts & Estates for our NJ Office (On-site). You will provide legal and financial support to attorneys in the Tax, Trusts and Estates practice, handling accounting, document preparation, and client coordination.

Requirements include 5+ years of paralegal experience in tax trusts and estates, Associate or Bachelor degree and/or paralegal certificate, and proficiency with Microsoft Office and iManage.