Paralegal - Private Client & Tax

Career Legal; New Haven (CT); Hybrid; USD 90,000 - 100,000; Full time

Job summary

Career Legal is seeking a Paralegal – Private Client & Tax to join our growing US practice, focusing on private capital at the intersection of personal, family, and business matters. This hybrid role in Connecticut supports cross-border private client and tax work for individuals, families, and entrepreneurs.

The successful candidate will have 3+ years of paralegal experience, strong attention to detail, and the ability to manage multiple projects while delivering client-focused service.

Qualifications

• Minimum three years' experience as a Tax Paralegal.
• Strong written and verbal communication skills.
• Ability to prioritize across multiple projects.

Responsibilities

• Assisting attorneys with trust administration including obtaining appraisals, retitling assets, setting up bank accounts, obtaining taxpayer identification numbers.
• Drafting distribution documents (including deeds, assignments, receipts and releases), drafting trustee resolutions, maintaining trust records, and coordinating annual tax returns.
• Preparing formal and informal fiduciary accountings.
• Providing concierge services to beneficiaries, coordinating information collection, distributions, and tax reporting, as well as being a key point of contact for families and intermediaries.
• Assisting attorneys with entity administration including: preparing and file formation documents for corporations, LLCs, and partnerships; preparing organizational documents, minutes and resolutions; maintaining governance and compliance matters; maintaining corporate records and ownership ledgers; assisting with entity restructuring and dissolution.

Skills

Paralegal experience

Attention to detail

Private client & tax knowledge

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

Full Time | Permanent | Hybrid (4 days onsite) | $90,000 - $100,000 DOE

Paralegal – Private Client & Tax

We are an international law firm focused on private capital at the intersection of personal, family and business. We advise individuals, families and entrepreneurs globally, combining technical expertise with a collaborative and relationship-driven approach.

As part of our continued US growth, we are developing our private client and tax capability in Connecticut and New York. This role offers the opportunity to join at an early stage in a growing international practice advising successful individuals, families, and businesses globally.

This opportunity is suited to a paralegal with 3+ years relevant paralegal experience, who can demonstrate strong skills and attention to detail, with an ability to prioritize across multiple projects and a broad range of private client and tax matters. Areas of focus include trust administration and entity administration support working directly with partners and clients.

Roles and Responsibilities

Assisting attorneys with trust administration including:

• Obtaining appraisals and other asset valuations, retitling assets, setting up bank accounts, obtaining taxpayer identification numbers
• Drafting distribution documents (including deeds, assignments, receipts and releases), drafting trustee resolutions, maintaining trust records, and coordinating annual tax returns
• Preparing formal and informal fiduciary accountings
• Providing concierge services to beneficiaries, coordinating information collection, distributions, and tax reporting, as well as being a key point of contact for families and intermediaries

Assisting attorneys with entity administration including:

• Preparing and file formation documents for corporations, LLCs, and partnerships
• Preparing organizational documents, minutes and resolutions
• Assisting with entity maintenance, governance and compliance matters
• Maintaining corporate records and ownership ledgers
• Assisting with entity restructuring and dissolution
• Performing other job-related duties as assigned (training on advanced trust administration including fiduciary accounting is available)

Skills and Experience

• Minimum three years' experience as a Tax Paralegal
• Proficient in MS Word, Excel, PowerPoint, and Outlook

Person Specification

• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner
• Strong organisational and practice management skills
• Able to work effectively under pressure whilst maintaining attention to detail