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

Job Description

Job Description

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

Why This Is a Great Opportunity

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

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.

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.

About Us

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.

Job Description

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

Qualifications

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

Why You Will Love Working Here

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

JPC-2065

Benefits:

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