Remote - Senior Trusts & Estates Paralegal - Advanced Estate & Gift Tax Planning

Job Description

Pay: $120,000.00 - $140,000.00 per year

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Why This Is a Great Opportunity

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• Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.
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• Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership transfers, and tax planning structures.
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• Join a collaborative boutique practice offering sophisticated work without the hierarchy and rigidity of a large law firm.
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• Enjoy a fully remote position while residing anywhere in New York or New Jersey.
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• Use modern technology and AI tools to reduce repetitive work and focus on higher-value planning, organization, and implementation.
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Location: This is a fully remote opportunity for candidates residing anywhere in New York or New Jersey, offering meaningful flexibility while staying closely connected to an experienced trusts and estates team.

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Note: Candidates must have 5+ years of Trusts & Estates or Estate Planning paralegal experience, including advanced estate and gift tax planning and hands-on experience with irrevocable trusts and sophisticated wealth-transfer planning.

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About Us

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We are a sophisticated trusts and estates practice helping individuals and families with estate planning, advanced tax planning, elder law, asset protection, and estate administration. Our team combines high-level technical work with a collaborative, approachable culture focused on exceptional client service. Confidential Employer.

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Job Description

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• Support senior attorneys on complex estate, gift, and GST tax planning matters.
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• Review and revise sophisticated estate planning and trust documents.
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• Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.
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• Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.
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• Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.
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• Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.
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• Review documents and financial information for consistency with the intended planning structure.
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• Identify missing information, inconsistencies, and incomplete planning steps for attorney review.
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• Assist with precedent documents, checklists, planning systems, and internal processes.
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• Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.
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Qualifications

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• 5+ years of Trusts & Estates or Estate Planning paralegal experience.
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• Advanced estate and gift tax planning experience.
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• Experience with irrevocable trusts and sophisticated wealth-transfer planning.
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• Familiarity with federal estate, gift, and GST tax concepts.
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• Strong document review and revision skills.
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• Experience with closely held businesses, LLCs, partnerships, ownership transfers, or similar planning structures.
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• Strong organizational skills and exceptional attention to detail.
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• Experience with SLATs, grantor and non-grantor trusts, gift tax returns, valuations, or high-net-worth families is strongly preferred.
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Why You Will Love Working Here

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• Work on sophisticated private-client matters in a smaller, more collaborative environment.
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• Gain direct access to experienced senior attorneys and meaningful involvement in complex planning.
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• Take ownership of important implementation and transaction details.
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• Enjoy remote flexibility throughout New York and New Jersey.
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• Join a team that values initiative, judgment, substantive knowledge, and thoughtful use of technology.
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JPC-2065

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Benefits:

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• Dental insurance
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• Paid time off
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• Retirement plan
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• Vision insurance
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