Trusts and Estates Paralegal with Tax Experience

Express Employment Professionals

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

Qualifications

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

Additional Details

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: 603222500

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Vacancy posted 7 days ago

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