Trust and Estate Paralegal - Tax Return Focused

Jobot; Haddonfield (NJ); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

PTO

401K

Health insurance

Dental insurance

Vision insurance

Life Insurance

Disability Coverage

FSA

Job summary

A reputable law firm in Haddonfield is seeking an experienced Trust and Estate Paralegal to manage tax return filings and support estate planning. Candidates should possess a Bachelor's degree, paralegal certification is a plus, and a minimum of 3 years of related experience. Expect a competitive salary between $70,000 and $85,000, along with a comprehensive benefits package including PTO, health insurance, and 401K. This position offers excellent growth potential in your legal career.

Qualifications

• 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.

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.

Skills

Exceptional research and analytical skills

Excellent written and verbal communication skills

Strong organizational skills

Education

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

Paralegal certification

Tools

Tax software

Job description

Jobot hosts this position for Ethan Goldman at a well known South Jersey based law firm.

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

Great benefits package and excellent growth potential!

Benefits

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

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.

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