Trust and Estate Paralegal - Tax Return Focused

Leoforce; Haddonfield (NJ); Vor Ort; USD 70.000 - 85.000; Vollzeit

Benefits dieser Stelle

PTO

401K

Health

Dental

Vision

Life Insurance

Disability Coverage

FSA

Zusammenfassung

Leoforce is seeking a Trust and Estate Paralegal with a tax return focus in Haddonfield, NJ. The role involves preparing and filing estate, gift, and inheritance tax returns, researching complex tax issues, and coordinating with clients and attorneys.

The ideal candidate has a mid-level experience, a relevant bachelor’s degree, and strong research, analytical, and communication skills. 401K, health benefits, and PTO are among the perks offered.

Qualifikationen

• Bachelor’s degree in Law, Finance, Accounting, or related field.
• Paralegal certification is a plus.
• Minimum 3 years of experience as a Trust and Estate Paralegal with a focus on tax returns.
• In-depth knowledge of gift tax returns, estate tax returns, and inheritance tax returns.
• Proficiency in tax software and other relevant technology.
• Exceptional research and analytical skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple tasks and meet tight deadlines.

Aufgaben

• Prepare and file gift, estate, and inheritance tax returns in a timely and accurate manner.
• Conduct extensive research and analysis on complex tax issues related to trusts and estates.
• Liaise with clients, attorneys, and tax advisors to gather necessary information and documentation.
• Assist attorneys in drafting estate planning documents and trust agreements.
• Provide comprehensive support in the administration of trusts and estates, including asset distribution and closing procedures.
• Monitor changes in tax laws and regulations that may impact trusts and estates and provide updates to the team.

Kenntnisse

Tax research

Analytical skills

Communication skills

Organizational skills

Tax software proficiency

Ausbildung

Bachelor’s degree in Law, Finance, Accounting, or related field

Tools

Tax software

Jobbeschreibung

Trust and Estate Paralegal - Tax Return Focused

Location: Haddonfield,NJ, US

Job Description

Experience: Mid Level

Salary: $70,000 - $85,000 per year

Job Details

Responsibilities

1. Prepare and file gift, estate, and inheritance tax returns in a timely and accurate manner.
2. Conduct extensive research and analysis on complex tax issues related to trusts and estates.
3. Liaise with clients, attorneys, and tax advisors to gather necessary information and documentation.
4. Assist attorneys in drafting estate planning documents and trust agreements.
5. Provide comprehensive support in the administration of trusts and estates, including asset distribution and closing procedures.
6. Monitor changes in tax laws and regulations that may impact trusts and estates and provide updates to the team.

Qualifications

1. Bachelor’s degree in Law, Finance, Accounting, or related field.
2. Paralegal certification is a plus.
3. Minimum 3 years of experience as a Trust and Estate Paralegal with a focus on tax returns.
4. In-depth knowledge of gift tax returns, estate tax returns, and inheritance tax returns.
5. Proficiency in tax software and other relevant technology.
6. Exceptional research and analytical skills.
7. Excellent written and verbal communication skills.
8. Strong organizational skills with the ability to manage multiple tasks and meet tight deadlines.

A bit about us:

Our client is a well known south jersey based law firm.

Why join us?

• PTO
• 401K
• Health
• Dental
• Vision
• Life Insurance
• Disability Coverage
• FSA