Senior Trusts & Estates Paralegal – Tax & Probate

Hook Alliance; Teaneck Township (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Hook Alliance seeks an experienced Trusts & Estates Paralegal to support estate and trust administration at our New Jersey law firm in Teaneck Township.

Responsibilities include preparing Form 706, Form 1041, and NJ inheritance tax returns, preparing estate and trust accountings, and managing administration from death to final distribution, probate filings, asset inventories, and related documentation.

Qualifications

• 3+ years of law firm experience as a Trusts & Estates Paralegal; 5+ years preferred.
• Hands-on experience preparing Forms 706, 1041, and New Jersey inheritance tax returns.
• Experience preparing estate and trust accountings.
• Knowledge of New Jersey probate and Surrogate’s Court procedures.
• Experience with GEMS or similar estate accounting software is a plus.

Responsibilities

• Prepare federal estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and New Jersey inheritance tax returns.
• Prepare formal and informal estate and trust accountings.
• Manage estate administration from date of death through final distribution.
• Handle probate filings, asset inventories, reconciliations, trust funding, and related documentation.
• Assist with wills, trusts, and powers of attorney for attorney review.

Job description

Hook Alliance seeks an experienced Trusts & Estates Paralegal to support estate and trust administration at our New Jersey law firm in Teaneck Township.

Responsibilities include preparing Form 706, Form 1041, and NJ inheritance tax returns, preparing estate and trust accountings, and managing administration from death to final distribution, probate filings, asset inventories, and related documentation.