Trusts and Estates Paralegal with Tax Experience
Express Employment Professionals
Job Description
Job Description
Express Employment Professionals is representing a well-established law firm in Haddonfield, NJ seeking a Trusts & Estates Paralegal to play a key role in a sophisticated estate and trust practice.
This position is ideal for candidates with a tax and accounting background (including CPA firm experience) who are looking to apply their expertise in a more stable, client-focused environment. The role offers meaningful involvement in fiduciary income tax (Form 1041) and estate-related filings, along with exposure to high-net-worth estates .
Key Responsibilities- Support all phases of estate and trust administration , including probate filings and asset coordination
- Play an active role in the preparation and review of fiduciary income tax returns (Form 1041)
- Maintain financial records for use in tax filings and estate accountings
- Assist with estate and inheritance tax filings (federal and state)
- Coordinate with clients, financial institutions, and advisors
- Assist with preparation of estate accountings and related documentation
- Track deadlines and ensure timely completion of filings
- 3+ years of experience in trusts & estates, estate administration, or tax (CPA firm experience welcomed)
- Hands-on experience with Form 1041 required
- Experience with estate and/or trust tax filings strongly preferred
- Strong organizational skills and attention to detail
- Comfortable working with financial data and documentation
- Proficiency with Microsoft Office; experience with tax or accounting software (e.g., ProSeries, OneSource) is a plus
- Location: Haddonfield, NJ (commutable from Philadelphia and surrounding South Jersey suburbs)
- Schedule: On-site
- Collaborative, team-oriented environment with long-standing client relationships
- Opportunity to step out of a traditional public accounting setting into a more balanced, client-focused role
- Exposure to complex estates and sophisticated matters
- Competitive compensation based on experience
Inquire Directly
If this aligns with your background, feel free to reach out directly for a confidential conversation.
Alexis Haley
View email address on ziprecruiter.com
View phone number on ziprecruiter.com
Express Employment Professionals’ Specialized Recruiting Group (SRG) focuses on placing top talent in professional roles across accounting, finance, legal, and administrative functions. With a consultative approach, SRG partners closely with both clients and candidates to ensure the right long-term fit, delivering high-quality, direct hire solutions backed by industry expertise and a strong local network.
#2722
PandoLogic. Keywords: Paralegal, Location: Philadelphia, PA - 19122 , PL: 603222500Vacancy posted more than 2 months ago
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