Trust & Estates and Tax Paralegal

3-5 yrs required

Full-time

No

# Trust & Estates and Tax Paralegal

Flaster Greenberg PC is seeking an experienced Trust & Estates and Tax Paralegal to join their team. This position is available to be virtual or located within their Florida, Philadelphia, or Cherry Hill office. The successful candidate will have the opportunity to collaborate with top attorneys and work in a dynamic and congenial office atmosphere.

## Duties and Responsibilities
The Trust & Estates and Tax Paralegal will be responsible for providing assistance to firm attorneys in administering estates/trusts; assisting with related tax and plan administration filings and documents; and client case management. Key duties and responsibilities include, but are not limited to:

- Probate and administration of multiple estates and trusts
- Preparation of fiduciary income tax returns for estates and trusts, and inheritance and/or estate tax for Florida, NJ and PA
- Preparation of estate tax returns (Form 706), US gift tax returns (Form 709) and other tax filings (Form 1041)
- Drafting of estate plan and probate documents
- Preparation of estate and tax accounting

## Qualifications
The ideal candidate will have a minimum of 3-5 years of related experience. They must be highly organized, self-directed, and detailed oriented. The Trust & Estates and Tax Paralegal must also be able to handle extensive client contact, manage all tax deadlines, and manage multiple priorities. Solid technical skills, including experience with Excel, Lacerte Tax Programs, and One Source Accounting Program, are highly desired.

## Benefits
Recognized as one of the “Best Places to Work” by South Jersey Biz magazine, Flaster Greenberg offers a competitive salary and benefits package. for consideration.

Competitive salary and benefits package

Highly organized, self-directed, and detailed oriented, extensive client contact, manage all tax deadlines, multiple priorities, solid technical skills, Excel, Lacerte Tax Programs, One Source Accounting Program

Qualified candidates should forward their resume to

Qualification and Experience Minimum 3 - 5+ yrs of related experience

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