Trust and Estate Paralegal - Tax Return Focused

LeoForce

Haddonfield (NJ)

In loco

USD 70.000 - 85.000

Tempo pieno

2 giorni fa

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Descrizione del lavoro

Leoforce is seeking a mid-level Trust and Estate Paralegal with a focus on tax returns for our Haddonfield, NJ team. You will prepare gift, estate, and inheritance tax filings and perform in-depth research on trusts and tax matters.

You will liaise with clients, attorneys, and tax advisors to gather information, assist in drafting estate planning documents, and support trust administration while staying abreast of ongoing tax law changes to ensure accurate filings.

Competenze

Bachelor's degree in a related field required.
Paralegal certification is a plus.
Strong research and analytical abilities are essential.
Excellent written and verbal communication is required.

Mansioni

Prepare and file gift, estate, and inheritance tax returns.
Conduct research on complex tax issues related to trusts and estates.
Coordinate with clients, attorneys and tax advisors for information.
Assist attorneys in drafting estate planning documents and trust agreements.
Support administration of trusts and estates, including asset distribution and closing procedures.
Monitor tax law changes and provide updates to the team.

Conoscenze

Research

Analytical skills

Communication skills

Organizational skills

Formazione

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

Paralegal certification

Strumenti

Tax software

Descrizione del lavoro

Trust and Estate Paralegal - Tax Return Focused

Location: Haddonfield,NJ, US

Date Posted: 11-03-2026

Job ID: 6969438

Job Details

Experience: Mid Level

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

Responsibilities:

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.

Qualifications:

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.

A bit about us:

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

Why join us?