Paralegal - Tax, Trust, & Estates

Master Search Solutions; Westville (NJ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life and disability insurance

401(k) retirement plan

PTO

Job summary

Master Search Solutions is seeking an experienced Tax, Trusts & Estates Paralegal in Essex County, NJ. The ideal candidate will assist attorneys with estate planning, probate matters, and tax filings.

Requirements include a Bachelor's degree and/or Paralegal Certificate, 5+ years in T&E or tax, familiarity with probate procedures, and strong MS Office skills. Notary is a plus. OT may be required. Salary $85K–$120K+ with benefits.

Qualifications

• Bachelor's degree and/or Paralegal Certificate
• 5+ years experience as a Trusts & Estates or Tax Paralegal
• Experience supporting T&E matters from inception through closing
• Experience with estate, inheritance, gift, fiduciary income tax, and related tax filings
• Familiarity with probate procedures and surrogate court filings
• Proficiency in Microsoft Office Suite
• Notary Public designation, or willingness to obtain one, preferred
• Familiarity with estate tax preparation software and accounting systems is a plus
• Willingness to work overtime, including occasional evenings and weekends, as needed

Responsibilities

• Assist attorneys with estate, trust, tax, and business succession planning.
• Prepare probate, surrogate court, fiduciary, and tax-related filings.
• Draft estate and trust administration documents.
• Review/organize financial records for the preparation of estate, gift, inheritance, fiduciary, and income tax returns.
• Coordinate asset valuations, maintain estate and trust inventories, prepare accountings and supporting schedules.
• Obtain tax ID numbers, prepare related IRS filings, and support tax controversy, audit, and governmental agency matters.
• Assist with the preparation/organization of federal estate tax returns (Form 706), gift tax returns (Form 709), fiduciary income tax returns, and supporting schedules and documentation.

Job description

Our tenured client is searching for an experienced Tax, Trusts & Estates Paralegal located in Essex County, the ideal candidate is experienced in estate administration, trust administration, and estate planning, with focus on tax-related matters.

Responsibilities

• Assist attorneys with estate, trust, tax, and business succession planning.

• Prepare probate, surrogate court, fiduciary, and tax-related filings.

• Draft estate and trust administration documents.

• Review/organize financial records for the preparation of estate, gift, inheritance, fiduciary, and income tax returns.

• Coordinate asset valuations, maintain estate and trust inventories, prepare accountings and supporting schedules.

• Obtain tax ID numbers, prepare related IRS filings, and support tax controversy, audit, and governmental agency matters.

• Assist with the preparation/organization of federal estate tax returns (Form 706), gift tax returns (Form 709), fiduciary income tax returns, and supporting schedules and documentation.

Qualifications

• Bachelor's degree and/or Paralegal Certificate.

• 5+ years experience as a Trusts & Estates or Tax Paralegal.

• Experience supporting T&E matters from inception through closing.

• Experience with estate, inheritance, gift, fiduciary income tax, and related tax filings.

• Familiarity with probate procedures and surrogate court filings.

• Proficiency in Microsoft Office Suite

• Notary Public designation, or willingness to obtain one, preferred.

• Familiarity with estate tax preparation software and accounting systems is a plus.

• Willingness to work overtime, including occasional evenings and weekends, as needed.

Compensation & Benefits

Our client offers a salary range of $85K - $120K+ based on experience. May also be eligible for discretionary year-end bonuses and a merit-based increase.

• medical
• dental
• vision
• life and disability insurance
• 401(k) retirement plan
• PTO

We are committed to (and celebrate)diversity, equity, and inclusion.