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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Trust/Estate and Tax Paralegal The candidate will be working for a growing Corporate and Tax practice group. 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. Preparation of fiduciary income tax returns for estates and trusts (Federal, NJ, & PA), PA inheritance tax, NJ inheritance & estate tax. Probate and administration of multiple estates and trust. Preparation of estate tax returns (Form 706); US gift tax returns (Form 709) and other tax filings (Form 886). Drafting of estate plan and probate documents. Prepare estate and tax accounting.
Qualification and Experience
The candidate should have minimum 3 - 5+ yrs of related experience. Must be highly organized, self-directed, and detailed oriented. Able to handle extensive client contact, manage all tax deadlines and multiple priorities. Solid technical skills. Experience with Excel, Lacerte Tax Programs, One Source Accounting Program highly desired.
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