Senior Tax Trusts & Estates Paralegal - Detail-Driven

Overview

We are seeking a highly skilled and detail-oriented EXPERIENCED Tax Trusts and Estates Paralegal to join our client’s team conveniently located in the Gateway Center in Newark, NJ. This non-exempt position reports directly to the Administrative Manager and will support Tax Trusts and Estates Attorneys.

The ideal candidate will have a strong background in estate and trust administration, financial management, and legal documentation, with a proven ability to work independently and collaboratively with clients and third parties.

• Manage estate and trust checkbooks, prepare and process disbursements, reconcile bank statements, and maintain accurate financial records.
• Maintain client communication and accuracy; gather information, provide updates, and maintain organized client files.
• In estate administration, gather and analyze asset information, obtain valuations, prepare inventories, and assist with estate accountings and tax filings.
• In trust administration, track income and distributions, maintain records, and prepare trust accountings.
• Draft correspondence and legal documents, assist with probate filings, conduct specialized research, and contribute to the development of consistent internal procedures for court and tax filings.
• Demonstrate extraordinary attention to detail, excellent communication skills, and the ability to manage a high volume of work efficiently.

• 5+ years of experience as a Tax Trusts and Estates Paralegal in a law firm.
• Associate or Bachelor’s degree and/or a Paralegal Certificate.
• Proficiency in Microsoft Office (Word, Outlook, Excel) and iManage Document Management System.

If you would like to learn more about this confidential and exclusive search, PLEASE EMAIL YOUR RESUME DIRECTLY TO: dbu .