Tax Trusts and Estates Paralegal

Tax Trusts and Estates Paralegal

Location: NJ Office
Classification: Non-Exempt

As a key member of the Tax Trusts and Estates team, you will support attorneys by handling all aspects of estate and trust administration. You will focus on accuracy, process improvement, and superior client service.

Responsibilities include:

• Manage estate and trust account checkbooks for fiduciary attorneys

• Process checks for estate expenses, distributions, and other disbursements

• Reconcile bank statements and maintain organized financial records

• Help develop internal accounting systems and streamline accountings

• Communicate with clients, beneficiaries, accountants, and financial advisors

• Maintain accurate, up-to-date client files and documentation

• Gather probate and non-probate asset information and valuations

• Prepare asset and liability inventories

• Assist with estate accountings and tax return filings (IRS Form 706, NJ IT-R, NY ET-706, etc.)

• Track income and distributions, and maintain accurate trust records

• Assist with trust accounting filings

• Prepare estate tax projections and expense estimates in coordination with attorneys

• Draft correspondence and template-based legal documents

• Assist with surrogate’s court filings and related procedures

• Perform process-specific research (e.g., apostilles, court forms, service of process)

• Support electronic and physical filings with surrogate’s courts

• Minimum5+ years
  of
  Tax Trusts and Estates paralegal experience
  in a law firm

• Associate’s or Bachelor’s degree
  and/or
  Paralegal Certificate
  required

• Strong understanding of estate and trust administration procedures

• Proficiency with
  Microsoft Office Suite
  (Word, Outlook, Excel) and
  iManage

• Outstanding attention to detail and ability to handle complex financial and legal data

• Excellent written and verbal communication skills

• Strong organizational and multitasking abilities with a high degree of professionalism

• Ability to perform under pressure and manage multiple high-volume matters

• A team player who can also work independently with minimal supervision