Tax & Estate Associate

Elevate Flexible Legal Resourcing; New York (NY); Hybrid; USD 80,000 - 160,000; Full time

Benefits offered by this job

Professional and collaborative work environment

Opportunity to work in a multi-jurisdictional practice

Job summary

A leading law firm is looking for a Trust and Estates Administration Paralegal with at least five years of experience in estate and trust administration. The ideal candidate should be knowledgeable about probate processes across New Jersey, New York, and Florida. This full-time position offers a salary range of $80,000 to $160,000, based on experience, within a collaborative work environment.

Qualifications

• Minimum of five years’ experience in estate and trust administration.
• Experience preparing federal and state estate tax returns.
• Comfortable communicating with clients, financial planners, and accountants.

Responsibilities

• Oversee estate and trust administration from initiation through completion.
• Prepare and manage probate filings, tax returns, and accountings.
• Coordinate the distribution of estate assets and trust funding.

Skills

Estate and trust administration

Probate knowledge in NJ, NY, and FL

Client communication

Organizational skills

Mathematical skills

Education

College degree and/or paralegal certificate

Tools

Estate tax software (ONESOURCE/Fast Tax)

HotDocs

Microsoft Word

Job description

6 days ago Be among the first 25 applicants

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Legal Delivery Ninja | Fast, Flexible Legal Services Powered by ALSP Innovation| Serving Law Firms & Law Departments Globally

Locations: New Jersey, New York, or Florida

Salary Range: $80,000 – $160,000 (commensurate with experience)

Employment Type: Full-Time

Overview:

A leading law firm is seeking a Trust and Estates Administration Paralegal with a minimum of five years of relevant experience to join its offices in New Jersey, New York, or Florida. The ideal candidate will bring deep knowledge of estate and trust administration, with familiarity in probate procedures across NJ, NY, and FL considered a strong asset.

Requirements:

• Minimum of five years’ experience in estate and trust administration
• Knowledge of probate processes in NJ, NY, and FL preferred
• Experience preparing federal and state estate tax returns and fiduciary accountings
• Comfortable communicating with clients, financial planners, and accountants
• Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word preferred
• Superior communication, organizational, and mathematical skills
• Ability to prioritize, work independently, and contribute to a team
• College degree and/or paralegal certificate preferred
• JD/paralegal candidates will be considered

Responsibilities:

• Oversee estate and trust administration from initiation through completion
• Prepare and manage probate filings, tax returns, accountings, and related documentation
• Coordinate the distribution of estate assets and trust funding
• Draft deeds and handle supporting transactional paperwork
• Maintain clear and timely communication with stakeholders

Benefits and Growth:

• Professional and collaborative work environment
• Opportunity to contribute to a well-regarded, multi-jurisdictional practice

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

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