Trust and Estate Paralegal - Tax Return Focused
$70k - $85kAustralia-Employment
Compensation based on experience. Trust and Estate Paralegal – Tax Return Focused $70,000 - $85,000 per year | Haddonfield, NJ | On-Site | Permanent Great benefits package and excellent growth potential! 401K Health Dental Vision Life Insurance Disability Coverage FSA PTO 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 Prepare and file gift, estate, and inheritance tax returns in a timely and accurate manner. Conduct extensive research and analysis on complex tax issues related to trusts and estates. Liaise with clients, attorneys, and tax advisors to gather necessary information and documentation. Assist attorneys in drafting estate planning documents and trust agreements. Provide comprehensive support in the administration of trusts and estates, including asset distribution and closing procedures. Monitor changes in tax laws and regulations that may impact trusts and estates and provide updates to the team. Qualifications Bachelor’s degree in Law, Finance, Accounting, or related field. Paralegal certification is a plus. Minimum 3 years of experience as a Trust and Estate Paralegal with a focus on tax returns. In‑depth knowledge of gift tax returns, estate tax returns, and inheritance tax returns. Proficiency in tax software and other relevant technology. Exceptional research and analytical skills. Excellent written and verbal communication skills. Strong organizational skills with the ability to manage multiple tasks and meet tight deadlines. Equal Opportunity Employer 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. #J-18808-Ljbffr Australia-Employment
$70k - $85k
...Responsibilities Prepare and file gift, estate, and inheritance tax returns in a timely and accurate... ...tax issues related to trusts and estates. Liaise with... ..., or related field. Paralegal certification is a plus.... ...Estate Paralegal with a focus on tax returns. In-depth...Tax$70k - $85k
Australia-Employment is looking for a Trust and Estate Paralegal - Tax Return Focused to join a well-known South Jersey-based law firm in Haddonfield, NJ. This role offers an annual salary between $70,000 and $85,000 and includes a great benefits package such as 401K, health...Tax$70k - $85k
A reputable law firm in Haddonfield is seeking an experienced Trust and Estate Paralegal to manage tax return filings and support estate planning. Candidates should possess a Bachelor's degree, paralegal certification is a plus, and a minimum of 3 years of related experience...Tax$85k - $100k
...Trusts And Estates Paralegal A high-end boutique law firm specializing in tax, estate, and business law is looking for a trusts and estates paralegal to join our team... ...Estate and trust accountings Income tax returns Estate and inheritance tax returns Gift...Tax$130k - $140k
...Description Job Description Job Title: Estates & Trusts Paralegal Location: Philadelphia, PA... ...thrives in a collaborative, client-focused environment. Responsibilities... ...federal and Pennsylvania fiduciary income tax returns and estate tax returns....TaxPermanent employmentWork at officeRemote work1 day per week- ...Trusts And Estates ParalegalA high-end boutique law firm specializing in tax, estate, and business law is looking for a trusts and estates paralegal to join our team in Haddonfield, NJ. For over 50 years, we've built a reputation for excellence, and we are seeking a sophisticated...Tax
- ...a growing regional law firm that is looking to expand their Trusts and Estates practice group. Interested candidates should have at least 8... ...(preferred, but not required) - Accountings - Inheritance Tax/Estate Tax/Personal Tax Excellent benefits and compensation...TaxWork at office
- AppleOne Employment Services seeks an experienced estate/trust professional to manage cases from planning to final distribution. You will prepare federal and state fiduciary tax returns and handle accountings for estates and trusts. The role involves drafting wills and...Tax
$120k - $250k
...technology, manufacturing, real estate, and healthcare, among... ...practical, business-focused solutions and adapts... ...while serving as trusted advisors to their clients... ...deeply in complex wealth, tax, and family structuring... ...junior attorneys and paralegals within the practice group...TaxWork at officeLocal area$110k - $210k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...individual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for...TaxFull timeWork at officeLocal areaRemote work- ...in the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...your time: Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and formsReviewing... ...on various estate, gift, and trust related issues, such as trustee and...TaxFull timeLocal area
$133k - $296.4k
...extensive experience practicing in the area of trusts and estates in a law firm or fiduciary practice,... ...sophisticated trust, estate and tax matters. The candidate should have experience... ...we expect our employees to be:Customer Focused - Knowledgeable of the values and...TaxFull timeTemporary workPart timeWork experience placementWork at office- ...billing, collections, trust accounts, and reconciliations... ...IOLTA requirements, tax regulations, payroll... ...a hands-on, execution-focused approach. High level of... ...professional meetings as needed. Paralegals, Secretaries, and Other... ...(corporate and real estate), including organizing,...TaxWork at officeLocal areaRemote work3 days per week
- ...Trusts & Estates Associate (3-5 Years) Philadelphia, PA We are seeking a Trusts & Estates Associate with 3 to 5 years of experience to... ...business planning, business succession planning, and related tax issues is preferred. Qualifications: ~ J.D. required...TaxFull time
- ...We are seeking an experienced Trusts & Estates attorney with strong tax and transactional experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have deep knowledge of estate, gift, and generation-skipping transfer tax planning, as...TaxFull time
- Responsibilities Manage estate/trust cases from planning through final distribution. Prepare... ..., gift, and fiduciary income tax returns (Federal Form 1041, Federal Schedule K‑... ...Office Suite (Word, Excel, Outlook). Paralegal certificate preferred (not required)....TaxWork at office
$90k - $115k
...families protect their legacies. Gain exposure to sophisticated estate planning, trust and estate administration, probate, and special needs... ...proceedings. Advise clients regarding wealth preservation, tax planning, and asset protection strategies. Communicate...TaxCasual workWork at officeWork from home$88k - $246.95k
...of capital through effective estate-planning techniques.Explanation... ...capital structure and the owners’ tax positions (e.g., redemptions,... ...in public accounting.Combined Trust & Estate and Corporate Tax... ...our employees to be:Customer Focused - Knowledgeable of the values...TaxFull timeTemporary workPart timeWork experience placementWork at office$255k - $300k
...associate to join its Private Client Services Practice Group. Ideal candidate should have at least 3+ years of law firm experience in estate and tax planning for high net worth individuals. An LL.M. in Taxation is helpful but not required. A strong tax planning background...TaxPrivate practiceWork at office- ...Job Description Are you a proactive Paralegal looking for a meaningful role in a dynamic... ...experienced Paralegal to assist to work in our Estate planning and Civil Litigation teams. Our... ...-oriented -- quality and precision-focused Outcome-oriented -- results-focused...Full timeContract workWork at office
$80k - $109.53k
Deliver expert tax preparation and planning services... ...approve complex tax returns while ensuring compliance... ...and serve as a trusted advisor to clients and... ...partnership, trust, and estate tax returns. Provide proactive... ...collaborative culture focused on accountability, excellence...TaxFull timeTemporary workLocal areaFlexible hoursWeekend workAfternoon shift- Liberty Tax in Somerdale, New Jersey, is seeking a Tax Preparer to prepare accurate tax returns for individuals and small businesses. This role plays a crucial part in helping clients achieve financial success and compliance while providing exceptional customer service....TaxSeasonal work
- ...Jersey area is looking to hire an Indirect Tax Supervisor with proven tax compliance... ...preparation, review, and filing of indirect tax returns· Ensure timely and accurate tax reporting... ...and are not limited to:· 5+ years of focused indirect tax experience (multi division/...TaxFull timeLocal area
- ...commitment to our clients have made us a trusted partner for private wealth, endowment &... ...combined with the client and employee focus of an independently owned boutique.... ...management topics including; financial, estate and income tax planning.Portfolio and Account AdministrationReview...TaxWork at officeDay shift3 days per week
- ...About the job Tax Director About the Role: We are seeking an experienced... ...high net worth individuals, families, trusts, estates, and closely held businesses. This leadership... ...technical reviews of complex tax returns for high net worth individuals, pass through...TaxPrivate practiceWork at officeLocal area
$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and quality... ...communications (status, milestones, risks/issues), including return review/signing oversight. The Team At Deloitte Tax LLP, our...TaxWork at officeLocal area$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Financial Services Tax - Real Estate Senior Manager, you will play... ...projects and innovate processes, focusing on achieving results and... ...clients and stakeholders to foster trust and collaboration- Coaching and...TaxFull timeH1bLocal area$99k - $266k
...ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...Financial Services Tax - Real Estate Manager, you will play a... ...teams and manage client accounts, focusing on strategic planning and... ...thoughtfully to establish a secure and trusted workplace for all.Applications...TaxFull timeH1bLocal area- ...clients with reliable and accurate tax consulting, audit and... ...management advisory services, estate planning and business succession... ...the beginning of the internship focused on technical components and practice... ...to prepare payroll tax returns, forms 1099, W-2’s and individual...TaxFull timeWork experience placementInternshipFlexible hours
- ...Judge Direct Placement is seeking a Paralegal in Philadelphia, PA area! Responsibilities: Report to trial attorney Draft correspondence... ...clients' medical records Research and resolve governmental tax liens Correspond with defense counsel as needed Analyze...Tax
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