Tax and Wealth Planning Paralegal

Overview We are seeking a highly detail-oriented Estate & Trust Administration Professional to support a growing legal team in handling complex estate, probate, tax, and trust matters. This role is ideal for a candidate with strong organizational, financial, and legal drafting skills who can manage multiple priorities while maintaining accuracy and confidentiality. The ideal candidate has hands-on experience with estate administration, tax filings, and fiduciary accounting , and is comfortable working collaboratively with attorneys, CPAs, and clients. Responsibilities Manage calendars, including tax deadlines, filings, and client communications Prepare Federal and State Estate Tax Returns and Gift Tax Returns Handle estate administration , including preparing and filing probate documents Support trust administration , including withdrawal notices and trustee changes Prepare trust and estate accountings Draft simple wills, correspondence, and legal documents Apply for tax identification numbers (EINs) for estates and trusts Prepare and record deeds and related property transfer documents Form LLCs and other entities with Secretary of State offices Maintain corporate records, minutes, and minute books Calculate tax liabilities, exemptions, and fiduciary fees Conduct basic legal and tax research and summarize findings for attorneys Required Skills & Abilities Strong written and verbal communication skills Excellent attention to detail and organizational ability Ability to manage multiple projects and deadlines simultaneously Strong analytical and problem-solving skills High level of discretion and confidentiality Client-service mindset with strong interpersonal skills Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) Experience with estate and tax software (EstateWorks, GEMS, Zane, or similar) Comfort working with financial data, spreadsheets, and reconciliations Education & Requirements Bachelor's degree preferred OR Associate's degree / Paralegal certificate with 8+ years of relevant experience Candidate Questionnaire (Skill Market Screening) Estate & Probate Experience Have you personally prepared or filed probate petitions or handled court filings for estate openings or closings? Do you have working knowledge of Georgia probate procedures ? Any other jurisdictions? What types of trust instruments have you worked with (revocable, irrevocable, charitable, insurance trusts, etc.)? Tax & Fiduciary Experience Have you prepared or assisted with Form 706 (Estate Tax Returns) or Form 709 (Gift Tax Returns) ? Have you worked on an estate where tax was actually owed ? How independently can you prepare estate or gift tax returns? Have you prepared fiduciary income tax returns (Form 1041) ? Do you have experience preparing trust or estate accountings ? What is your comfort level reviewing K-1s, valuations, or appraisals ? Have you collaborated with CPAs or tax attorneys ? What was your role? What software/tools have you used for tax prep or fiduciary accounting ? Legal Drafting Experience Have you drafted or revised wills, powers of attorney, or codicils ? Have you prepared deeds for property transfers involving trusts or estates? Have you filed EIN applications for trusts or estates? Have you formed LLCs or entities as part of estate planning structures? Financial Operations Experience Describe your experience with charitable giving or planned giving programs How involved are you with banking activity, reconciliations, or investment tracking ? Have you calculated executor or trustee fees ? How do you ensure accuracy when managing high-value estates or trusts ? Technology & Systems What case management or database systems have you used? Are you familiar with EstateWorks, GEMS, Zane, or WealthCounsel ? All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles\' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. #J-18808-Ljbffr Adams & Martin Group