Accounting, Asset Valuation, Attorney, Communication Skills, Detail Oriented, Develop and Maintain Customers, Documentation, Fiduciary, File Maintenance, Funding, Legal, Microsoft Word, Paralegal, Probate, State Tax, Tax Returns, Tax Software, Writing Skills
Trusts And Estates Paralegal
Location: New Jersey Full-Time | Onsite
What You'll Do:
- Handle all phases of estate and trust administration, including probate
- Prepare federal and state estate tax returns and fiduciary accountings
- Communicate regularly with clients, financial advisors, and accountants
- Draft legal correspondence, deeds, and trust funding documents
- Coordinate asset valuations and distributions
- Maintain client files, tax return documentation, and internal tracking systems
What You'll Bring:
- 5+ years of T&E paralegal experience in a law firm
- Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word
- Strong attention to detail and communication skills
- Ability to manage multiple matters independently
- College degree or paralegal certificate required (JD/paralegal candidates considered)