Trust and Estate Paralegal - Tax Return Focused
$70k - $85kLeoforce
Trust and Estate Paralegal - Tax Return Focused 6917727 Location: Haddonfield,NJ, US Date Posted: 09-11-2026 Experience Mid Level Salary $70,000 - $85,000 per year 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. 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
- legal #estate-tax-returns #tax-returns #trust-and-estate #gift-tax-returns #inheritance-tax-returns #tier4
- J-18808-Ljbffr Leoforce
- Leoforce is seeking a Trust and Estate Paralegal with a focus on tax returns in Haddonfield, NJ. The role demands strong research, analytical, and communication skills to support attorneys and clients. Responsibilities include preparing gift/estate tax returns, liaising...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- ...leading regional law firm is seeking a Trusts & Estates Paralegal to join a busy practice. This is an... ...experience, strong knowledge of probate and tax matters, excellent organizational... ...state estate, inheritance, and gift tax returns Coordinate with accountants on...TaxWork at officeImmediate start
- ...Under the supervision of a Business and Transactions lawyer, a Trust and Estates Paralegal will assist more senior paralegals administer complex... ...Maintain financial records for use in fiduciary accounting and tax preparation. Prepare fiduciary accountings. Prepare...TaxFull time
$120k - $250k
...Trusts & Estates Associate Attorney $120000 - $250000 per year | Cherry... ...emphasizes practical, business‑focused solutions and adapts its... ...engage deeply in complex wealth, tax, and family structuring... ...development of junior attorneys and paralegals within the practice group...TaxPermanent employmentWork at officeLocal area$78k - $110k
...Job Description Job Description Estate Administration Paralegal Bucks County, PA On-Site $78,000-... ...Paralegal to support sophisticated estate and trust matters for high-net-worth individuals... ...Coordinate and track probate, tax, and estate administration deadlines...Tax- ...will support attorneys and staff in a busy practice with a focus on trust and estate administration matters . Litigation experience is... ...Responsibilities Provide administrative support to attorneys and paralegals Prepare, revise, and proofread legal documents and...Work at officeImmediate start
$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- H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required—training starts day one, and you will...TaxHourly paySeasonal workWork at officeLocal area
- ...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 timeWork at officeLocal area
- ...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
$150k
...sophisticated work and collegial environment. Qualifications ~3+ years of transactional trusts and estates experience ~ Experience working with high-net-worth clients and tax issues is preferred ~ JD from an accredited law school; LLM preferred ~ PA bar...TaxFlexible hours- Job Description Job Description CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.Tax
- H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with complex situations, including individuals and businesses... ...H&R Block office, you’ll join a supportive team focused on client outcomes and professional growth. #J-1880...TaxSeasonal workWork at officeLocal area
- H&R Block in New Jersey is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses. You will interview clients, provide personalized recommendations, and help identify tax savings opportunities while delivering empathetic...TaxSeasonal workWork at office
- H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct... ...planning guidance. You will build trusted relationships, identify savings opportunities... ...working in a collaborative, client-focused office environment. This in-person...TaxHourly paySeasonal workWork at office
- ...Block, Inc. is seeking a Seasonal Tax Advisor in New Jersey to prepare complete tax returns for clients with diverse tax... ...potential tax savings while building trusted client relationships. This in-... ...plan. Join a supportive, client-focused office team and grow your tax...TaxHourly paySeasonal workWork at office
- ...Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax... ..., corporate, and REIT tax returns, ensuring accuracy and timely... ...Group does not only provide trusted and innovative tax solutions... ...employees have the flexibility to focus on the work they want to do...TaxFull timeWork at officeLocal area
$18 - $23 per hour
...Tax Preparer Position Benefits: Opportunity for advancement, training & development,... ...the right questions, preparing an accurate return, and helping clients understand their results... ...skills and the ability to build trust with clients. Accuracy, attention to detail...TaxHourly payFull timeSeasonal workWork at officeAfternoon shift- ...practice in Philadelphia. This opportunity focuses on sophisticated estate planning, estate and trust administration, and transfer tax matters for high-net-worth individuals,... ...trust administration, and gift and estate tax returns ~ Ability to produce high-quality work...TaxPrivate practiceWork at office3 days per week
$90k - $100k
...Paralegal Position at Cozen O'Connor Cozen O'Connor is seeking an... ...support the attorneys in the Real Estate Department. The candidate... ...Rent roll with Tenant Usage; tax parcel information, survey with... ...workforce and are looking to return to their careers. Gaps in experience...TaxContract workWork at officeRemote workFlexible hours$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$60k - $70k
...a high-end boutique law firm specializing in tax, estate, and business law is looking for a legal secretary... ...files and documentation Support probate/trust administration workflow, including collaborating with paralegals and others in the office Estate Planning:...TaxWork 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$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- H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses... ...and offer personalized recommendations, building trusted relationships and identifying tax savings...TaxHourly paySeasonal work
- Liberty Tax Service in Somerdale, NJ is seeking a Tax Preparer for a seasonal role. You will prepare individual and small business tax returns, review financial records, and ensure compliance with tax regulations while delivering strong customer service. Ideal candidates...TaxSeasonal work
- ...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
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