Trust Estate Fiduciary Paralegal

Overview

Fiduciary Trust & Estate Paralegal

Compensation: $100K - $185K+ DOE

Our global law firm client needs to add an experienced T&E paralegal with fiduciary knowledge and experience gathering and assisting with the preparation of Form 706s and Form 1041 accounts. The ideal candidate will join a solid team of experienced attorneys, tax professionals, and paralegals in supporting high-net-worth clients. Our client is offering a generous base salary, excellent benefits and much more.

Responding candidates must have the appropriate work experience, a professional demeanor, strong work ethic and be able to provide quality service.

If you would like to explore this opportunity and wish to learn more specific details about this position,
PLEASE EMAIL YOUR RESUME DIRECTLY TO: dbu for immediate and confidential review.

• Assist with the gathering and preparation of Form 706 estate tax returns and Form 1041 fiduciary income tax returns and related accounts.
• Support attorneys and tax professionals in the administration and reporting for high-net-worth estates and trusts.
• Coordinate with clients and other professionals to obtain necessary information and documentation.
• Maintain accurate case files and ensure compliance with applicable laws and firm standards.

• Experience as a paralegal in fiduciary, trust and estate matters, including familiarity with Form 706 and Form 1041 processes.
• Strong organizational, communication, and research skills; professional demeanor and work ethic.
• Ability to work within a team of attorneys, tax professionals, and other paralegals to support high-net-worth clients.

Hybrid role with excellent work-life balance, generous compensation and benefits.