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Trust and Estate Paralegal - Tax Return Focused
Jobot · Haddonfield, NJ
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Trust and Estate Paralegal - Tax Return Focused
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Trust and Estate Paralegal - Tax Return Focused
Haddonfield, NJ
Posted 4 days ago
About the job
A well-known South Jersey law firm seeking a Trust & Estate Paralegal specializing in tax returns. Offers PTO, 401K, health, dental, vision, life insurance, and disability coverage. Focuses on estate and trust administration, research, and legal drafting.
Requirements
- 3+ years estate and trust experience
- Proficiency in tax software
- Strong research skills
- Excellent communication skills
- Organizational ability
Qualifications
- Bachelor’s in Law, Finance, or Accounting
- Paralegal certification a plus
- Knowledge of gift, estate, inheritance taxes
- Attention to detail
- Ability to meet deadlines
Full job description
Great benefits package and excellent growth potential!
This Jobot Job is hosted by: Ethan Goldman
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $85,000 per year
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
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.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Ethan Goldman
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $85,000 per year
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
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.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
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