Senior Trust & Estates Paralegal — Probate & Tax Compliance
$162.5kSourcePro Search
A legal recruitment agency is seeking a Trusts & Estates Administration Paralegal with over 5 years of experience to join their team in New York. The role includes handling all phases of estate and trust administration, extensive client communication, and preparation of estate tax returns. Candidates should have strong organizational and communication skills, and a college degree or paralegal certificate is preferred. The position offers a competitive salary up to $162,500 per year. #J-18808-Ljbffr SourcePro Search
- ...Search is conducting a search for a Senior Trusts & Estates Paralegal for our global law firm client in their... ...including preparation and filing of probate and administration proceedings, collection... ...and file federal and state estate tax returns and related filings...SeniorTaxWork at officeRemote work2 days per week3 days per week
$76.5k - $162.5k
Trust & Estates Administration Paralegal Location: New Jersey, New York, or Florida Office... ...administration, including probate across multiple jurisdictions... ...federal and state estate tax returns and fiduciary... ...Word for documentation and compliance tasks. Maintain superior...TaxWork at office$170k - $200k
Senior Trusts & Estates Paralegal (Individual Client Services Specialist) Location: New York, NY (On-site 4-... ...filings. Prepare Federal and State estate tax returns and run estate/gift tax... ...for trusts (e.g., GRATs, QPRTs). Draft probate petitions, applications for...SeniorTaxFull time$120k - $175k
...client matters, including tax planning, trusts and estates, family offices, significant... ...is seeking an experienced Paralegal with specialized expertise... ...documents and probate court filings Conduct thorough... ...with estate tax planning and compliance Prepare and submit court...TaxFull timeWork at officeLocal areaMonday to Friday$60k - $75k
...Job Description Are you a paralegal with 1–3 years of experience... ...LLP is a boutique Elder Law, Trusts & Estates firm located in the heart of... ...experience in Estates and Probate administration who enjoys working... ...months). Benefits: Pre-tax Medical and Dental, 401(k),...TaxRemote work1 day per week- A leading law recruitment agency is seeking a Trust and Estates Administration Paralegal with over 5 years of experience in managing estate and trust administration... ...and communication skills, proficiency in estate tax software and the ability to work with clients and...SeniorTax
- A leading legal staffing firm is looking for a Senior Trusts & Estates Paralegal in New York. This role requires 10-15 years of specialized experience, including handling estate administrations and preparing tax returns. The successful candidate will mentor junior staff...SeniorTaxFull timeWork at office
- ...elite global law firm in New York is seeking an experienced paralegal to join their Private Client Services practice group. The role requires a strong background in trusts and estates, probate, and estate tax filings. You will prepare and file petitions, assist with estate...SeniorTaxPrivate practice
- ...communicate with beneficiaries Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings Prepare documents in... ...and/or respective sub-trust Prepare and transmit all... ...training and feedback to the other paralegals in the New York Private Wealth...SeniorTax
$70k - $80k
...women-owned and led estate planning and administration... ...Main Line and Best Probate Attorney in... ...state estates, intricate trust structures, and high-... ...and detail-oriented Senior Estate Planning Paralegal who is proactive in prioritizing... ...and PA inheritance tax returns Strong...SeniorTaxLocal areaRemote workRelocation package- ...Paralegal - Estates & Trusts - Naples Posted on September 10, 2025 Culture and Engagement at Dentons Fostering... ...and estate administration and various tax returns including federal estate tax,... ...that are commonly prepared by a probate paralegal include Estate Planning documents...TaxFull timeWork at office
- Hatch Global Search is seeking a Full-time Trust and Estates Administration Paralegal for its Long Island office. The successful candidate will have at... ...least 5 years of relevant experience and will support probate attorneys in managing estate planning, trust administration...SeniorFull timeWork at office
$162.5k
Trusts & Estates Administration Paralegal New Jersey, New York, or Florida Office SourceProSearch is seeking a Trust... ...and trust administration, including probate (knowledge of New Jersey, New York,... ...of federal and state estate tax returns and fiduciary accountings Distribution...TaxWork at office$90.5k - $150k
...Job Description Job Description Trust & Estate Administration Paralegal Based in New Jersey or New York,... ...inception through closing including probate and surrogate court filings in New Jersey... ...of federal and state estate tax returns fiduciary income tax returns...Tax$50k - $100k
...well-established law firm, is seeking a Trusts & Estates Paralegal to join their Essex County, NJ office.... ...and maintain a list of required gift tax returns Prepare U.S. Gift Tax Returns... ...Administration Support Monitor and track probate and administration deadlines across...TaxWork at office$65k - $95k
Job Description A Trust and Estates Administration Paralegal supports probate attorneys by managing various aspects of estate planning, trust administration, and... ...preparing financial statements, and assisting with estate tax returns. Trust and Estates Administration...TaxFull timeWork at officeFlexible hours$60k - $65k
.... is a distinguished Estate Planning & Elder Law... ...Planning, Guardianship, Probate and Administration, Asset Protection, Tax Planning, Real Estate... ...a Document Drafting Paralegal specializing in Trusts & Estates. The... ...to ensure accuracy, compliance, and efficiency throughout...TaxFull timeWork at office- ...We are seeking an experienced Trusts & Estates Paralegal to support attorneys and... .... Prepare Estate and Gift Tax returns and oversee court filings, including probate and surrogate’s court submissions... ...Ensure trustee and executor compliance with fiduciary obligations....TaxWork at office
$100k - $150k
...Job Description Job Description Trust and Estates Administrative Paralegal (PERM) Location : New York, NY (... ...the areas of accounting and estate taxes, the paralegal must have good... ...valuing assets; preparing various probate and accounting documents; Preparing...TaxPermanent employmentWork at officeRemote work- TBG | The Bachrach Group in New York is looking for a highly experienced Estate Administration Paralegal. This role involves supporting attorneys in all aspects of estate and trust administration, having at least 6 years of relevant experience. Candidates should possess...Senior
$75k - $95k
...across the New York area. The firm specializes in Estate Planning and Administration, Tax Law, Elder Law, Medicaid Planning, Real Estate, and... ...and New York City, is seeking an experienced paralegal to join our Trusts and Estate Administration practice group. Position...TaxWork at officeLocal areaFlexible hours- ...PNC is seeking a Senior Tax Liaison to support their Trust Tax Compliance organization. This fully remote position involves coordinating with vendors, preparing... ...and at least 2 years of experience with trust and estate taxes. PNC fosters an inclusive workplace and seeks...SeniorTaxRemote work
- ...Job Description Job Description Fiduciary Trust & Estate Paralegal Compensation: !100K - $185+ DOE) Our global law firm client needs... ...global law firm and join a solid team of experienced attorneys, tax professionals, and paralegal in supporting their high-net...TaxWork experience placementImmediate start
- ...worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document... ...Distribution standards Powers of appointment Tax allocation provisions Ownership structures...TaxWork at office
- ...a minimum of five years of accounting experience and strong tax skills. CPA or CPA candidate preferred. The candidate will provide... ...mid-size businesses, as well as high net worth individuals, trusts, and estates. The salary will be commensurate with experience. #J-18808-...SeniorTax
- A boutique trust and estate law firm in Pennsylvania is seeking an experienced Associate Attorney to manage... ...matters. The role includes preparing inheritance tax returns, providing legal analysis, and mentoring junior paralegals. The ideal candidate will have a J.D. and 3-6...SeniorTax
$250k - $300k
..., a full-service law firm in New Jersey, is seeking an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This role is ideal for a senior attorney with extensive experience advising high-net-worth clients on sophisticated estate...SeniorTax- Jobot is seeking a Senior Attorney specializing in Trusts and Estates for an AM200 Firm in New York. The role requires a Juris Doctor (JD) degree and a minimum... ...must be detail-oriented with skills in strategic tax guidance, analytical abilities, and strong communication...SeniorTax
- Charles Schwab Corporation in New York is seeking a High Net Worth Trust & Estate/Tax Specialist to work directly with clients and the Schwab Wealth Advisory team. The role involves providing sophisticated advice for high-net-worth individuals regarding their tax, trust...SeniorTax
- ...Accountant in New York, NY. The ideal candidate will have 5-10 years of experience in an estate and trust environment, ideally within a law firm. Responsibilities include preparing estate tax returns, fiduciary income tax returns, and maintaining records. Proficiency in...SeniorTax
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