Tax, Trusts & Estates Paralegal

Tax, Trusts & Estates Paralegal
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Roseland, NJ | Full TimeSalary Range: $95,000 – $130,000 annually, commensurate with experience and qualificationsPurpose of RoleWe are seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys in our sophisticated Tax, Trusts & Estates practice. This is a full-time position based in our Roseland office. The ideal candidate will have a strong foundation in estate administration, trust administration, and estate planning, with particular emphasis on tax-related matters.This role will support attorneys handling sophisticated estate and wealth transfer planning, trust and estate administration, estate and gift tax matters, fiduciary income tax matters, charitable planning, business succession planning, closely held business matters, and related tax compliance. The ideal candidate will have experience working with high-net-worth individuals, fiduciaries, family businesses, and professional advisors in a law firm environment.ResponsibilitiesAssist attorneys with all phases of estate, trust, tax, and business succession planning mattersPrepare probate, surrogate court, fiduciary, and tax-related filings and supporting documentationDraft estate and trust administration documents, correspondence, beneficiary communications, and estate planning questionnairesGather, review, and organize financial records for the preparation of estate, gift, inheritance, fiduciary, and income tax returns, and assist with related tax compliance filingsCoordinate asset valuations, maintain estate and trust inventories, prepare accountings and supporting schedules, and assist with trust funding, beneficiary distributions, and post-death administrationObtain tax identification numbers, prepare related IRS filings, and support tax controversy, audit, and governmental agency mattersAssist with the preparation and organization of federal estate tax returns (Form 706), gift tax returns (Form 709), fiduciary income tax returns, and supporting schedules and documentationAssist with business entity formation, organizational documents, corporate records, business succession planning, charitable planning, and related transactional mattersServe as a liaison with clients, accountants, financial advisors, trustees, executors, beneficiaries, and government agencies regarding estate, trust, and tax mattersMaintain matter files, calendars, filing deadlines, billing documentation, time records, and other administrative requirements in accordance with firm policiesQualificationsBachelor’s degree and/or Paralegal Certificate7+ years of experience as a Trusts & Estates or Tax Paralegal, preferably in a law firm environmentExperience supporting estate and trust administration matters from inception through closingExperience assisting with estate, inheritance, gift, fiduciary income tax, and related tax filings preferredFamiliarity with probate procedures and surrogate court filingsKnowledge of trusts, wills, powers of attorney, healthcare directives, and related estate planning documentsExperience gathering and organizing financial and tax information for attorneys and accountantsProficiency in Microsoft Office Suite, including Excel, Word, and OutlookStrong analytical, organizational, and problem-solving skillsExceptional attention to detail and ability to handle confidential informationAbility to manage multiple priorities and deadlines simultaneouslyExcellent written and verbal communication skillsAbility to work independently while maintaining a collaborative, team-oriented approachNotary Public designation, or willingness to obtain one, preferredFamiliarity with estate tax preparation software and accounting systems is a plusWillingness to work overtime, including occasional evenings and weekends, as neededCompensation & BenefitsThis position offers a salary range of $95,000 – $130,000 annually, commensurate with experience and qualifications. Final compensation will be determined based on factors such as experience, skills, and qualifications. Support staff may also be eligible for discretionary year-end bonuses and a merit-based increase.Our comprehensive benefits package includes medical, dental, vision, life and disability insurance, a 401(k) retirement plan, paid time off, and access to additional voluntary programs. The posted salary range reflects the base pay range for this position. xzbcwsv Equal Opportunity EmployerWe are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status, or any other characteristic protected by applicable federal, state, or local law.