Tax, Trusts & Estates Paralegal

Orionplacement; Roseland (NJ); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement in Roseland, NJ seeks a Tax, Trusts & Estates Paralegal with 5+ years of experience. You will support estate planning, trust administration, probate filings, and related tax work alongside a collaborative legal team.

You will organize financial records, prepare documents, and coordinate with clients and advisors. The on-site role offers comprehensive benefits and opportunities for professional growth in a supportive environment.

Qualifications

• 5+ years of experience as a Trusts & Estates or Tax Paralegal.
• Bachelor's degree and/or Paralegal Certificate.
• Experience organizing financial records and supporting estate or fiduciary tax matters is preferred.
• Strong organizational, communication, and Microsoft Office skills.
• Ability to work independently, manage deadlines, and collaborate with a legal team.
• Willingness to work occasional overtime as needed.

Responsibilities

• Support attorneys with estate planning, trust administration, probate, and wealth transfer matters.
• Prepare probate filings, estate administration documents, trust documents, and client correspondence.
• Organize financial records, estate inventories, asset valuations, and fiduciary accountings.
• Assist with estate, gift, inheritance, and fiduciary income tax documentation, including Forms 706 and 709.
• Coordinate with clients, trustees, executors, accountants, financial advisors, and beneficiaries.
• Track important deadlines, maintain organized case files, and help ensure matters progress efficiently.
• Assist with business succession planning, charitable planning, and related estate transactions.

Skills

Strong organizational skills

Strong communication skills

MS Office proficiency

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

Job description

Pay: $95,000.00 - $130,000.00 per year

Why This Is a Great Opportunity

• Join a collaborative, established law firm where your expertise is valued and your contributions make a real difference.
• Work on sophisticated estate planning, trust administration, and tax matters for individuals, families, and business owners.
• Enjoy a supportive, team-oriented culture that encourages professional growth and work-life balance.
• Build meaningful relationships with attorneys, clients, and trusted financial professionals.
• Benefit from comprehensive benefits, potential year-end bonuses, and opportunities for long-term career development.

Location

Roseland, NJ | Full-Time | On-Site

Join our welcoming Roseland office, where you'll collaborate closely with experienced attorneys and colleagues in a professional, supportive environment.

Note

We are seeking candidates with 5+ years of relevant Trusts & Estates or Tax Paralegal experience, including hands-on estate and trust administration and probate-related documentation. Candidates must be comfortable working on-site in Roseland, NJ.

About Us

We are a collaborative law firm dedicated to helping individuals, families, and businesses navigate important legal and financial decisions. Our team values professionalism, teamwork, and personal growth, creating an environment where everyone's contributions matter and great work is recognized.

Confidential Employer.

Job Description

As our Tax, Trusts & Estates Paralegal, you'll play an important role in supporting sophisticated estate planning, trust administration, and tax-related matters.

• Support attorneys with estate planning, trust administration, probate, and wealth transfer matters.
• Prepare probate filings, estate administration documents, trust documents, and client correspondence.
• Organize financial records, estate inventories, asset valuations, and fiduciary accountings.
• Assist with estate, gift, inheritance, and fiduciary income tax documentation, including Forms 706 and 709.
• Coordinate with clients, trustees, executors, accountants, financial advisors, and beneficiaries.
• Track important deadlines, maintain organized case files, and help ensure matters progress efficiently.
• Assist with business succession planning, charitable planning, and related estate transactions.

Qualifications

• 5+ years of experience as a Trusts & Estates or Tax Paralegal.
• Hands-on experience with estate and trust administration, probate procedures, and related legal filings.
• Bachelor's degree and/or Paralegal Certificate.
• Experience organizing financial records and supporting estate or fiduciary tax matters is preferred.
• Strong organizational, communication, and Microsoft Office skills.
• Ability to work independently, manage deadlines, and collaborate with a legal team.
• Willingness to work occasional overtime as needed.

Why You Will Love Working Here

• $95,000 to $130,000 annually, depending on experience and qualifications.
• Eligibility for discretionary year-end bonuses and merit-based increases.
• Medical, dental, vision, life and disability insurance, 401(k), and paid time off.
• Work alongside experienced professionals who value collaboration, open communication, and shared success.
• Help clients and families protect their assets, plan for the future, and navigate important milestones.

JPC-2674

Benefits:

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance