Trust & Estates Paralegal Manager
CF Legal Recruiting and Staffing
Attention seasoned T&E Paralegals with management experience…skip the commute to the city and earn tip AM compensation while working closer to home! A national law firm is seeking to hire a Trust and Estates Paralegal Manager for their very large team of 16 paralegals and 12 legal secretaries. Candidate must understand estate planning and estate administration, have good management skills, be a self starter, energetic, and people friendly. Responsibilities Work with Forms Committee - updating and circulating changes to department documents Oversee that Estate binders are being delivered correctly Supervise Gift tax returns and make certain they delivered timely Oversee attorney workload, matters are moving, who needs work, etc. Onboarding new employees in group - lunches/forms/training re: T&E issues/document work Track all estate admin so deadlines are met and final returns are filed timely. Salary to 140K+ Great perks including yoga studio, gym on site and summer Fridays. #J-18808-Ljbffr CF Legal Recruiting and Staffing
- CF Legal Recruiting and Staffing seeks an experienced Trust and Estates Paralegal Manager for a national law firm, leading a team of 16 paralegals and 12 legal assistants. The role focuses on estate planning and administration with strong management responsibilities. You...Suggested
$110k - $210k
...include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an integrated team of seasoned, well-known CPAs and...SuggestedFull timeWork at officeLocal areaRemote work- ...Responsibilities include: Assist with handling all aspects of trust and estate administration, including: Maintaining checkbook and banking... ...the firm's record protocol procedures and document management system Preparation of Crummey Notices Maintain Will vault and...Suggested
$76.5k - $162.5k
...Trusts & Estates ParalegalOur client in New York, NY is looking for a Trusts & Estates Paralegal for a full time position.The salary range is $76,500 to $162,500 DOE.Responsible for handling all phases of estate and trust administration, including probate, extensive communication...SuggestedFull time- ...We are currently seeking a skilled and compassionate Trusts & Estates Paralegal with a strong focus in estate planning or estate administration... ...forms and maintain detailed spreadsheets and estate timelines. Manage case workflow; follow task checklists, calendar deadlines...SuggestedWork at office
- ...days remote We are seeking a highly experienced and agile Trusts & Estates Paralegal to join our team in New York. This role requires someone who... ...compile date-of-death valuations for various estate assets Manage and prioritize constant requests from multiple attorneys Support...Work at officeRemote work
- ...Partners LP in New York seeks a Legal Assistant and Team Coordinator to provide comprehensive administrative support for the Trust and Estate Group. The role involves client coordination, document preparation, and maintaining organized filing systems. The ideal candidate...Work at office
$100k - $150k
...fostering long-term relationships built on trust and integrity. We serve a diverse client... ...Tax Director to join our growing Trust & Estate practice. This role provides technical... ...DevelopmentMentor and develop staff and managers; provide technical guidance and performance...Full timeLocal area$100k - $130k
...integrated into confidential estate plans that reflect clients’ family... .... The Private Clients paralegal will provide support to the U.... ...clients lawyers in all aspects of trust and estate administration. Responsibilities... ...program and Excel Ability to manage multiple tasks simultaneously...Private practiceWeekend workAfternoon shiftEarly shift- Paralegal- Single Family Office (Investments/Fund Formation/Trusts/Estates) Alevistar Legal Search has been retained by a prominent Single family office in the Philadelphia... ...of attorney, powers of appointment, etc. Manage trust accounts, including preparing documentation...Work at officeImmediate start
- BA Global Talent is seeking a Paralegal to work on-site in New Jersey to provide long-term support to a boutique trusts and estates practice. You will collaborate with attorneys on estate planning, administration, and related tax matters, including occasional real estate...
$100k - $130k
A leading legal recruitment firm in New York is seeking a Private Clients Paralegal with over 5 years of experience in trusts and estates. The role involves supporting a team in estate and trust administration, preparing legal documents and tax returns, and communicating...$75k - $150k
As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth... ...focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents... ...formats and checklists. Document Management & Organization Maintain and organize...Work at office$70k - $120k
...practice focused on sophisticated estate planning and wealth... ...experienced attorneys on meaningful Trusts & Estates matters. Hybrid... ...2 years of Trusts & Estates paralegal experience. Estate planning experience... ..., filings, and overall case management. Qualifications 2+ years of...Work at officeFlexible hours3 days per week$162.5k
Trusts & Estates Administration Paralegal Trusts & Estates Administration Paralegal New Jersey, New York, or Florida Office SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of our New Jersey...Work at office$50k - $52k
...Administration Group provides estate, gift, and income tax advice,... ...as a full range of estate and trust administration services. We are seeking an entry level paralegal. This is an excellent opportunity... ..., all levels of staff and management at the firm. Ability to maintain...Local areaFlexible hours$33.34 - $40 per hour
Job Title: Paralegal - Wills, Trusts & Estates Join an innovative full-service law firm with expertise across various industries and practice areas.... ...submit your resume to apply. Consider using WorkGrades to manage references and enhance your application profile. #J-188...Remote work$120k - $175k
...client matters, including tax planning, trusts and estates, family offices, significant business... ...York office is seeking an experienced Paralegal with specialized expertise in trusts and... ...Maintain confidential client files and manage document organization Communicate with...Work at officeLocal area$90k - $120k
Our client, a prestigious Midtown law firm, is seeking an experienced Trusts & Estates Department Paralegal to join their team and assist the attorneys in handling the administration of estates and trusts. The candidate will play a crucial role in providing support for...- Levelociti seeks a Remote Trust & Estate Tax Manager to serve high-net-worth clients from a fully remote US-based practice. The role emphasizes trust, estate, and gift tax work with a senior-level focus and independent client leadership. The candidate should hold a CPA...Remote job
$148.75k - $201.25k
DescriptionA Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts.Summary:You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This...- ...Job Description Job Description As part of the Fiduciary team, the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returns,gift tax returns, fiduciary tax returns and accountings for estates and trusts. Research...Remote jobWork at officeHome office
- ...Job Description Job Description The Trust & Estate (Fiduciary Tax) Manager is responsible for reviewing and managing the preparation of estate tax returns, gift tax returns, fiduciary tax returns and accountings for estates and trusts. Resolve issues pertaining...
- PrideStaff in New York, NY is seeking a Trusts & Estates Paralegal for a full-time position. You will manage all phases of estate and trust administration, including probate and client communications, and assist with federal and state estate tax returns. Requirements include...Full time
- ...planning and consulting for closely held businesses and high-net-worth individuals • Direct client communication and relationship management • Research and analysis of complex tax matters • Mentoring and supporting junior staff members Qualifications: •...Flexible hours
- ...Job Description Job Description Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid We're looking for an experienced Tax Director to lead complex Trust & Estate engagements for high-net-worth individuals and families. This role combines advanced...Work at office3 days per week
- Legal Secretary - Trust & Estates Department (NYC Office) New York, NY We are currently seeking a full-time Legal Secretary for the Trust... ...of presentations using PowerPoint and basic Excel functions. Manage and organize case files, ensuring all documentation is up-to-...Full timeWork at office
$75k - $100k
Overview Position: Legal Secretary (Trust & Estates) Target Salary: $75,000 - $100,000 with Overtime and Bonus eligibility Onsite Logistics: Hybrid Responsibilities Create, edit, format and proofread documents. Prepare legal documents for e-Filing and filing via PACER....- Attention Trust & Estates Legal Secretaries…skip the commute to the city and take the next step... ...experience to partner with attorneys, paralegals, other administrative and financial departments... ...with appropriate legal formatting. Manage and maintain client and firm documents...
- ...firm is seeking an experienced Legal Secretary specializing in Trusts and Estates to join their New York office. The role involves document preparation, communication on behalf of attorneys, and managing schedules. Candidates should have over five years of relevant experience...Work at office
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