Tax Trusts and Estates Paralegal

SourcePro Search, LLC; Newark (NJ); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

SourcePro Search, LLC is seeking a Tax Trusts and Estates Paralegal to support our attorneys in Newark, NJ. This role focuses on accurate estate and trust administration, process improvement, and superior client service.

You will manage account checkbooks, process expenses and distributions, reconcile statements, and assist with tax filings (IRS Form 706, NJ IT-R, NY ET-706). Strong organizational and communication skills are essential.

Qualifikationen

• Minimum 5+ years of Tax Trusts and Estates paralegal experience in a law firm.
• Associate's or Bachelor's degree and/or Paralegal Certificate required.
• Strong understanding of estate and trust administration procedures.
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel) and iManage.
• Outstanding attention to detail and ability to handle complex financial and legal data.
• Excellent written and verbal communication skills.
• Strong organizational and multitasking abilities with a high degree of professionalism.
• Ability to perform under pressure and manage multiple high-volume matters.
• A team player who can also work independently with minimal supervision.

Aufgaben

• Manage estate and trust account checkbooks for fiduciary attorneys.
• Process checks for estate expenses, distributions, and other disbursements.
• Reconcile bank statements and maintain organized financial records.
• Help develop internal accounting systems and streamline accountings.
• Communicate with clients, beneficiaries, accountants, and financial advisors.
• Maintain accurate, up-to-date client files and documentation.
• Gather probate and non-probate asset information and valuations.
• Prepare asset and liability inventories.
• Assist with estate accountings and tax return filings (IRS Form 706, NJ IT-R, NY ET-706, etc.).
• Track income and distributions, and maintain accurate trust records.
• Assist with trust accounting filings.
• Draft correspondence and template-based legal documents.
• Assist with surrogate's court filings and related procedures.
• Perform process-specific research (e.g., apostilles, court forms, service of process).
• Support electronic and physical filings with surrogate's courts.

Kenntnisse

Paralegal experience

Estate administration

Communication

Organization

Ausbildung

Associate's degree

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

iManage

Jobbeschreibung

Tax Trusts and Estates Paralegal

Location: NJ Office
Classification: Non-Exempt

What You'll Do:

As a key member of the Tax Trusts and Estates team, you will support attorneys by handling all aspects of estate and trust administration. You will focus on accuracy, process improvement, and superior client service. Responsibilities include:

Financial Management and Accounting:

• Manage estate and trust account checkbooks for fiduciary attorneys

• Process checks for estate expenses, distributions, and other disbursements

• Reconcile bank statements and maintain organized financial records

• Help develop internal accounting systems and streamline accountings

Client Communication and Coordination:

• Communicate with clients, beneficiaries, accountants, and financial advisors

• Maintain accurate, up-to-date client files and documentation

Estate Administration Support:

• Gather probate and non-probate asset information and valuations

• Prepare asset and liability inventories

• Assist with estate accountings and tax return filings (IRS Form 706, NJ IT-R, NY ET-706, etc.)

Trust Administration Support:

• Track income and distributions, and maintain accurate trust records

• Assist with trust accounting filings

Tax Projections & Analysis:

• Prepare estate tax projections and expense estimates in coordination with attorneys

General Legal Support:

• Draft correspondence and template-based legal documents

• Assist with surrogate's court filings and related procedures

• Perform process-specific research (e.g., apostilles, court forms, service of process)

• Support electronic and physical filings with surrogate's courts

What You'll Bring:

• Minimum 5+ years of Tax Trusts and Estates paralegal experience in a law firm

• Associate's or Bachelor's degree and/or Paralegal Certificate required

• Strong understanding of estate and trust administration procedures

• Proficiency with Microsoft Office Suite (Word, Outlook, Excel) and iManage

• Outstanding attention to detail and ability to handle complex financial and legal data

• Excellent written and verbal communication skills

• Strong organizational and multitasking abilities with a high degree of professionalism

• Ability to perform under pressure and manage multiple high-volume matters

• A team player who can also work independently with minimal supervision