Tax, Trusts and Estates Paralegal

Whitman Advisory Job Community; Roseland (NJ); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Whitman Advisory Job Community is partnering with a nationally recognized law firm to hire a Tax, Trusts & Estates Paralegal. The role supports attorneys in estate planning, trust administration, and related tax matters.

The ideal candidate has 7+ years in trusts & estates or tax paralegal work, a Bachelor's degree or paralegal certificate, and excellent analytical, organizational, and communication skills.

Formación

• Bachelor's degree or Paralegal Certificate required.
• 7+ years experience in Trusts & Estates or Tax Paralegal in a law firm preferred.
• Experience handling estate and trust administration from inception to closing.
• Familiarity with probate procedures and surrogate court filings.
• Notary Public designation preferred.

Responsabilidades

• 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 estate, gift, inheritance, fiduciary, and income tax returns and related tax filings.
• Coordinate asset valuations, maintain inventories, prepare accountings and schedules, and assist with distributions and post-death administration.
• Obtain tax identification numbers, prepare related IRS filings, and support tax controversy, audits, and government matters.
• Assist with Form 706, Form 709, fiduciary returns and schedules.
• Assist with business formation, charitable planning, and related transactional matters.
• Serve as liaison with clients, accountants, and agencies regarding estate, trust, and tax matters.
• Maintain matter files, calendars, deadlines, and billing documentation as per firm policies.

Conocimientos

Analytical skills

Organizational skills

Communication skills

MS Office

Educación

Bachelor's degree

Paralegal certificate

Herramientas

Estate tax software

Accounting systems

Descripción del empleo

We're partnering with a nationally recognized law firm seeking a Tax, Trusts & Estates Paralegal to support attorneys in our sophisticated Tax, Trusts & Estates practice. The ideal candidate will have a strong foundation in estate administration, trust administration, and estate planning, with particular emphasis on tax-related matters. This role will support attorneys handling sophisticated estate and wealth transfer planning, trust and estate administration, estate and gift tax matters, fiduciary income tax matters, charitable planning, business succession planning, closely held business matters, and related tax compliance matters.

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.