Senior Tax, Trusts & Estates Paralegal – Wealth Planning

ADP, Inc.; Roseland (NJ); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

Mandelbaum Barrett PC in Roseland, NJ is seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys in sophisticated tax, trusts and estates work. This full-time role emphasizes estate and trust administration, tax compliance, and working with high-net-worth clients.

The ideal candidate has a strong background in estate-related matters, familiarity with probate filings, and proficiency in MS Office. Notary preferred; overtime may be required.

Qualifications

• Bachelor's degree and/or Paralegal Certificate.
• 7+ years of experience as a Trusts & Estates or Tax Paralegal, preferably in a law firm environment.
• Experience supporting estate and trust administration matters from inception through closing.
• Experience assisting with estate, inheritance, gift, fiduciary income tax, and related tax filings preferred.
• Familiarity with probate procedures and surrogate court filings.
• Knowledge of trusts, wills, powers of attorney, healthcare directives, and related estate planning documents.
• Experience gathering and organizing financial and tax information for attorneys and accountants.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Strong analytical, organizational, and problem-solving skills.
• Exceptional attention to detail and ability to handle confidential information.
• Ability to manage multiple priorities and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Ability to work independently while maintaining a collaborative, team-oriented approach.
• 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 all phases of estate, trust, tax, and business succession planning matters.
• Prepare probate, surrogate court, fiduciary, and tax-related filings and supporting documentation.
• Draft estate and trust administration documents, correspondence, beneficiary communications, and estate planning questionnaires.
• Gather, review, and organize financial records for the preparation of estate, gift, inheritance, fiduciary, and income tax returns, and assist with related tax compliance filings.
• Coordinate asset valuations, maintain estate and trust inventories, prepare accountings and supporting schedules, and assist with trust funding, beneficiary distributions, and post-death administration.
• Obtain tax identification numbers, prepare related IRS filings, and support tax controversy, audit, and governmental agency matters.
• Assist with the preparation and organization of federal estate tax returns (Form 706), gift tax returns (Form 709), fiduciary income tax returns, and supporting schedules and documentation.
• Assist with business entity formation, organizational documents, corporate records, business succession planning, charitable planning, and related transactional matters.
• Serve as a liaison with clients, accountants, financial advisors, trustees, executors, beneficiaries, and government agencies regarding estate, trust, and tax matters.
• Maintain matter files, calendars, filing deadlines, billing documentation, time records, and other administrative requirements in accordance with firm policies.

Skills

Paralegal Certificate

Bachelor's degree

Estate paralegal exp

Tax filings experience

MS Office

Education

Bachelor's degree

Paralegal Certificate

Tools

MS Office

Job description

Mandelbaum Barrett PC in Roseland, NJ is seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys in sophisticated tax, trusts and estates work. This full-time role emphasizes estate and trust administration, tax compliance, and working with high-net-worth clients.

The ideal candidate has a strong background in estate-related matters, familiarity with probate filings, and proficiency in MS Office. Notary preferred; overtime may be required.